Wealth Advisor Associate

Univest; Souderton (Montgomery County); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

Paid Time Off

Short Term Disability

Holidays

Tuition reimbursement

Wellness programs

Employee discounts

Professional development

Job summary

Univest, through its Girard Wealth division in Souderton, seeks a Wealth Advisor Associate eager to deepen investment knowledge, earn securities licenses, and grow into a client-facing advisor. You will support portfolio monitoring, prepare client-ready materials, and partner with Wealth Advisors, Financial Planning, Operations, and Compliance.

Responsibilities include learning investment philosophy, monitoring portfolios, and collaborating across teams to deliver high-quality client experiences

Qualifications

• Bachelor's degree in business, finance, psychology, or related field.
• Demonstrated interest in and knowledge of financial markets and economics with academic excellence and drive.
• Series 7, 66, or 63/65 registrations and PA Life, Accident, and Health licenses OR ability to obtain within six months.
• Strong interpersonal skills and ability to work cooperatively with others.
• Proficiency in learning investment management and related industry software.
• Strong communication and presentation skills to build rapport with clients and internal partners.
• Self-starter with ability to set priorities, execute responsibilities and exceed client expectations.
• Team-oriented mindset and proactive work ethic.

Responsibilities

• Support Wealth Advisors in business development and relationship management cycles.
• Learn investment philosophy and product offerings; gain knowledge of investment solutions.
• Monitor and review client portfolios for alignment with objectives, horizon, and risk.
• Communicate with clients post-licensing to review portfolio updates and goals.
• Prepare client materials including presentations, investment proposals, and review documents.
• Collaborate with operations, compliance, and client service for onboarding and policy adherence.
• Participate in client meetings, strategy sessions, and business development activities.
• Work with Financial Planning to learn tools and processes for delivering financial plans.
• Use Salesforce CRM to manage client relationships and pipeline activity.
• Ensure compliance with laws and Univest Code of Conduct.

Skills

Interpersonal skills

Communication skills

Relationship-building

Learning investment software

Education

Bachelor's degree in business/finance/psychology

Tools

Salesforce

Job description

Overview

Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to join our Souderton based team. This role 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

• As a Wealth Advisor Associate at Girard, you will be part of a growing, collaborative wealth management team in which you will support our team of Wealth Advisors in all aspects of the business development and relationship management cycles. You will learn all aspects of our wealth management business 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 closing with our Financial Planning team and fellow associates to gain a deeper knowledge of our financial planning tools and processes. 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.
• Responsible for 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 doctors note after 6 months of service
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as 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

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#Girard

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.