Wealth Advisor — Client Growth & Financial Planning

Univest; King of Prussia (PA); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan (401(k) match)

Paid Time Off (PTO) 25 days

Short Term Disability

Holiday Time Off

Commissions

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Girard, backed by Univest Financial, seeks a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals.

You will lead investment and financial planning services, manage client portfolios, coordinate client events, and collaborate with teammates to expand wallet share while delivering exceptional service and a

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 utilizing 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 a large group.
• Influencing skills to drive results working with internal partners.
• Coordinate and partner closely with other team members.
• Strong investments and capital markets knowledge.
• Experience in positioning and connecting a variety of solutions.
• Familiar with financial statements and advanced financial planning software.
• Self-starter with the ability to set priorities, manage, responsibilities, and exceed client expectations.

Responsibilities

• Lead investment and financial planning services for clients to retain and expand wallet share.
• Deliver exceptional service and help clients reach long-term goals.
• Assist business development advisor with prospect meetings and communicate the investment & planning process in sales presentations.
• Coordinate & attend client events focusing on specific wealth topics of interest.
• Develop and present client focused advice solutions
• Manage and execute client servicing standards by scheduling, preparing, and conducting periodic client meetings, which include the analysis and presentation for financial planning, investment recommendations and portfolio reviews.
• Manage client portfolios to the Girard model and target allocations.
• Maintain up-to-date awareness of clients’ wealth management issues and needs, anticipate clients’ unspoken needs.
• Cultivate client 'next generation' familial relationships and generational planning.
• Provide coaching, mentoring, and development support to associate and support advisor roles
• Maintain records in customer relationship management system with all client interactions.
• If appropriate, refer business to other divisions at Girard and Univest Financial Corporation.

Skills

CRM systems

Sales presentations

Investments knowledge

Relationship building

Self-starter

Communication

Influencing

Financial statements

Portfolio review

Financial planning

Education

Bachelor's degree in business/finance

Tools

Salesforce

Financial planning software

Microsoft Excel

Job description

Girard, backed by Univest Financial, seeks a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals.

You will lead investment and financial planning services, manage client portfolios, coordinate client events, and collaborate with teammates to expand wallet share while delivering exceptional service and a