Wealth Advisor Associate | Grow into Client-Facing Advisor

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

Benefits offered by this job

Health Insurance

401(k) with employer match

PTO 15 days annually

Short Term Disability

Paid holidays

Tuition reimbursement

Wellness programs

Discounts on loan products

Job summary

Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to support a growing team in Souderton. You will learn investment management, financial planning, and client relationship processes while preparing client-ready materials and working with compliance and operations teams.

Early-career professionals will deepen securities licensing, gain exposure to client meetings, and contribute to business development with Salesforce CRM tracking and collaboration across planning teams.

Qualifications

• Bachelor's degree in business, finance, psychology, or related field.
• Interest in financial markets and economics with strong academic drive.
• Series 7/66 or 63/65 registrations and PA Life/Health licenses, or ability to obtain within 6 months.
• Strong communication and presentation skills with ability to build trust.
• Self-starter with the ability to set priorities and exceed expectations.
• Team-oriented mindset and cooperative work ethic.

Responsibilities

• Support Wealth Advisors in business development and relationship management.
• Learn investment management, financial planning, trust services, and client servicing.
• Monitor client portfolios and prepare client-ready materials.
• Collaborate with operations, compliance, and client service to onboard accounts.
• Participate in client meetings and strategy sessions.
• Leverage Salesforce CRM to manage relationships and pipeline activity.

Skills

Interpersonal skills

Communication

Self-motivation

Teamwork

Interest in financial markets

Ability to learn investment management

Education

Bachelor’s Degree

Tools

Regulatory licenses

Investment software

Job description

Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to support a growing team in Souderton. You will learn investment management, financial planning, and client relationship processes while preparing client-ready materials and working with compliance and operations teams.

Early-career professionals will deepen securities licensing, gain exposure to client meetings, and contribute to business development with Salesforce CRM tracking and collaboration across planning teams.