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) with match)

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Commissions

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest, through Girard Wealth, seeks a relationship-driven Wealth Advisor in King of Prussia, PA to deliver thoughtful financial guidance and build lasting client connections. You will lead investment planning, portfolio reviews, and generational planning while collaborating with team members and cross-divisional partners.

You will manage client portfolios, utilize advanced financial planning tools, and coordinate meetings and events to deepen wallet share.

Qualifications

• Bachelor's degree in business, finance or related field.
• Experience managing client investments and financial planning.
• Proven ability to retain and develop client relationships.
• Series 7, 66 or 63/65 registrations.
• CFP preferred; CFA or CPA desirable.
• Experience using CRM systems, preferably Salesforce.

Responsibilities

• Lead investment and financial planning services for clients.
• Retain clients and expand wallet share.
• Support business development with prospect meetings and presentations.
• Coordinate client events on wealth topics.
• Develop and present client-focused advice solutions.
• Prepare and conduct periodic client meetings with portfolio reviews.
• Maintain client portfolios per Girard model and allocations.
• Maintain CRM records of client interactions.
• Refer business to other units as appropriate.

Skills

Client relationships

Sales cycle management

Investment planning

CRM (Salesforce)

Presentation skills

Influencing skills

Self-starter

Team collaboration

Education

Bachelor’s degree in business/finance

Series 7/66 or 63/65

CFP preferred

CFA or CPA desirable

Tools

Salesforce

Financial planning software

Job description

Univest, through Girard Wealth, seeks a relationship-driven Wealth Advisor in King of Prussia, PA to deliver thoughtful financial guidance and build lasting client connections. You will lead investment planning, portfolio reviews, and generational planning while collaborating with team members and cross-divisional partners.

You will manage client portfolios, utilize advanced financial planning tools, and coordinate meetings and events to deepen wallet share.