Wealth Advisor Associate

Univest; King of Prussia (PA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan with employer match

Paid Time Off 15 days annually

Short Term Disability

Holiday Time Off 11 days

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest's Girard Wealth Division is hiring a Wealth Advisor Associate to join our Souderton-based team. This role is designed for an early-career professional eager to deepen investment knowledge, obtain securities licenses, and grow into a client-facing advisor.

You'll support portfolio monitoring, prepare client-ready materials, and collaborate with Wealth Advisors, Financial Planning, Operations, and Compliance to deliver a high-quality client experience and uncover opportunities to deepen

Qualifications

• Bachelor’s degree in business, finance, psychology, or a related field.
• Demonstrated interest in financial markets and economics with academic excellence.
• Series 7, 66, or 63/65 registrations and PA Life, Accident, and Health licenses or ability to obtain within six months.
• Strong communication and presentation skills to build trust with clients and colleagues.

Responsibilities

• Support Wealth Advisors in business development and relationship management across investment management, financial planning, trust services, and client service.
• Develop understanding of the firm’s investment philosophy and available solutions.
• Monitor client portfolios for alignment with objectives, time horizon, and risk tolerance.
• Communicate with clients post-licensing to review portfolios and financial goals.
• Prepare client materials including presentations and investment proposals.
• Collaborate with operations, compliance, and client service to ensure accurate onboarding and regulatory adherence.
• Participate in client meetings, strategy sessions, and business development activities.
• Work with the Financial Planning team to support delivery of high-quality financial plans.
• Leverage Salesforce to manage relationships and pipeline activity.
• Adhere to all applicable laws and Univest Code of Conduct.

Skills

Interpersonal skills

Investment software proficiency

Communication & presentation

Self-starter & team player

Education

Bachelor’s Degree in business/finance/psychology

Tools

Salesforce CRM

Job description

Overview

Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to join our Souderton based team. This role is built for an early‑career professional who is eager to deepen their investment knowledge, earn required securities licensing, and grow into a client‑facing advisor. In this position, you’ll support portfolio monitoring, prepare client‑ready materials, and partner closely with our Wealth Advisors, Financial Planning, Operations, and Compliance teams to deliver a high‑quality client experience and help uncover opportunities to deepen relationships.

Responsibilities

• Support our team of Wealth Advisors in all aspects of the business development and relationship management cycles, including investment management, financial planning, trust services, and relationship management.
• Develop a strong understanding of the firm’s investment philosophy and selection process; gain in-depth knowledge of the investment solutions we offer.
• Monitor and review client portfolios to ensure alignment with investment objectives, time horizon, and risk tolerance.
• Once appropriately licensed and trained, communicate with clients regularly to review portfolio updates and changes to their financial situation or investment goals.
• Prepare client materials including presentations, investment proposals, and review documents.
• Collaborate with internal teams (operations, compliance, and client service) to ensure accurate account onboarding and adherence to firm policies and industry regulations.
• Participate in client meetings, strategy sessions, and business development activities.
• Work closely with our Financial Planning team and fellow associates to gain a deeper knowledge of our financial planning tools and processes, and apply this knowledge to support the delivery of high‑quality financial plans.
• Leverage Salesforce CRM to manage client relationships, track interactions, and maintain accurate pipeline activity.
• Ensure compliance with laws and regulations that apply to this position, including the Univest Code of Conduct.

Qualifications

• Bachelor’s Degree in business, finance, psychology, or related field.
• Demonstrated interest in and knowledge of financial markets, economics, along with a record of academic excellence and professional drive.
• Series 7, 66, or 63/65 registrations and PA Life, Accident, and Health insurance licenses or ability to obtain within six months timeframe.
• Strong interpersonal skills and ability to work cooperatively with all individuals within an organization to achieve common goals.
• Proficiency for learning and using investment management and other related industry software.
• Strong communication and presentation skills, with the ability to build rapport and trust with clients and internal partners.
• Self‑starter with the ability to set priorities, execute responsibilities, and exceed client expectations.
• Team‑oriented mindset and proactive work ethic.

Wage Range

The salary for this position ranges from $60,000 to $70,000.

Benefits Overview

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date).
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment.
• Paid Time Off (PTO): 15 days annually (prorated your first year).
• Short Term Disability: 12 weeks of sick time with a doctor’s note after 6 months of service.
• Holiday Time Off: 11 paid holidays.
• Company‑paid life insurance and other supplemental insurances.
• Tuition reimbursement.
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/annual reimbursement.
• Discounts on loan products.
• Professional development trainings.

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.