Wealth Advisor - Hybrid Client Growth & Financial Planning

Univest Financial Corporation; King of Prussia (PA); Hybrid; USD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

Health Insurance

401(k) plan with employer match

PTO 25 days annually

Tuition reimbursement

Employee wellness programs

Zusammenfassung

Girard, backed by Univest Financial Corporation, seeks a relationship-driven Wealth Advisor in King of Prussia, PA to deliver tailored investment guidance and financial planning. Lead client engagements, maintain relationships, and coordinate events to expand wallet share.

The role emphasizes delivering thoughtful advice, retaining clients, and mentoring junior staff while leveraging Salesforce and advanced planning tools.

Qualifikationen

• Bachelor’s degree in business, finance or related field.
• Experience managing client households and financial planning.
• Proven track record of retaining and developing client relationships.
• Series 7, 66 or 63/65 registrations.
• CFP preferred; CFA or CPA desirable.
• Experience using CRM systems, preferably Salesforce.
• Strong presentation skills to individuals or groups.
• Influencing skills with internal partners.
• Coordinate with team members.
• Strong investments and capital markets knowledge.
• Familiar with financial statements and financial planning software.

Aufgaben

• Lead for investment and financial planning services for clients with goal to retain and expand wallet share.
• Deliver exceptional service and create extraordinary client experiences.
• Assist business development with final prospect meetings and present investment & planning process.
• Coordinate & attend client events focusing on wealth topics.
• Develop and present client-focused advice solutions.
• Manage client portfolios and conduct periodic meetings with analyses and reviews.
• Maintain up-to-date awareness of clients’ wealth management needs and anticipate unspoken needs.
• Cultivate next-generation familial relationships and generational planning.
• Provide coaching and development support to associates and support advisors.
• Maintain CRM records of all client interactions.
• Refer business to other divisions when appropriate.

Kenntnisse

Relationship management

Client retention

Investment knowledge

CRM experience

Presentation skills

Influencing skills

Ausbildung

Bachelor’s degree in business/finance or related field

Series 7/66 or 63/65

CFP preferred; CFA/CPA desirable

Tools

Salesforce

Jobbeschreibung

Girard, backed by Univest Financial Corporation, seeks a relationship-driven Wealth Advisor in King of Prussia, PA to deliver tailored investment guidance and financial planning. Lead client engagements, maintain relationships, and coordinate events to expand wallet share.

The role emphasizes delivering thoughtful advice, retaining clients, and mentoring junior staff while leveraging Salesforce and advanced planning tools.