Wealth Advisor Associate — Hybrid Growth & Licensing

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

Benefits offered by this job

Health Insurance

401(k) match

Paid Time Off 15 days

Short Term Disability

Holiday Time Off

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corp. in King of Prussia, PA, invites applications for a Wealth Advisor Associate. You will support a team of Wealth Advisors, monitor portfolios, and prepare client materials while pursuing securities licensing.

The role offers growth into client-facing advisory work within a collaborative wealth division. You will gain exposure to investment management, financial planning, and trust services, with ongoing professional development and licensing support.

Qualifications

• Bachelor’s degree required in business, finance, psychology, or related field.
• Licenses required or ability to obtain within six months (Series 7/66/63/65 or PA Life/Accident/Health).
• Knowledge of financial markets and economic trends preferred.

Responsibilities

• Support Wealth Advisors in business development and relationship management cycles.
• Monitor client portfolios for alignment with objectives, time horizon, and risk tolerance.
• Prepare client materials, presentations, investment proposals, and review documents.
• Collaborate with operations, compliance, and client service to ensure accurate onboarding and policy adherence.
• Participate in client meetings, strategy sessions, and business development activities.
• Leverage Salesforce CRM to manage client relationships and pipeline activity.
• Work with Financial Planning to deepen knowledge of planning tools and processes.

Skills

Interpersonal skills

Communication skills

Presentation skills

Teamwork

Self-starter

Investment software proficiency

Education

Bachelor’s degree in business/finance/psychology

Licenses: Series 7/66/63/65 or PA Life/Accident/Health licenses or ability to obtain within 6 months

Tools

Investment management software

Job description

Univest Financial Corp. in King of Prussia, PA, invites applications for a Wealth Advisor Associate. You will support a team of Wealth Advisors, monitor portfolios, and prepare client materials while pursuing securities licensing.

The role offers growth into client-facing advisory work within a collaborative wealth division. You will gain exposure to investment management, financial planning, and trust services, with ongoing professional development and licensing support.