Wealth Advisor | Build Lasting Client Wealth & Strategy

Univest Financial Corp

King of Prussia (PA)

On-site

USD 68,000 - 83,000

Full time

14 days+

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Benefits offered by this job

Health Insurance

401(k) match

PTO 25 days

Short Term Disability

Holidays

Job summary

Univest Financial Corp. seeks a Wealth Advisor in King of Prussia, PA to lead investment and financial planning services for high-net-worth clients. You will build lasting relationships, deliver tailored advice, and support business development through client meetings and presentations.

The ideal candidate has a track record of retaining clients, strong knowledge of investments, and registration with Series 7/66/63-65; CFP/CFA/CPA are desirable. Join a team focused on long-term financial success.

Qualifications

Bachelor's degree in business, finance or related field.
Experience managing client household investments and financial planning.
Proven track record of retaining and developing client relationships using a consultative approach.
Series 7, 66 or 63/65 registration.
CFP preferred, CFA or CPA also desirable.
Experience in managing sales cycle utilizing CRM systems, preferably Salesforce.
Presentation skills to individuals or large groups.
Strong investments and capital markets knowledge.

Responsibilities

Lead for investment and financial planning services for our clients to retain and grow wallet share.
Deliver exceptional service and create remarkable client experiences.
Assist business development with final prospect meetings and present investment & planning processes.
Coordinate & attend client events focusing on wealth topics.
Develop and present client-focused advice solutions.
Manage client portfolios and conduct periodic reviews.