Wealth Advisor Associate - License Path to Client Advisory

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

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