Wealth Advisor

Responsibilities

• Deliver exceptional service and create extraordinary experience with our clients while helping them reach their long-term financial goals.
• Aid the business development advisor in final prospect meetings and explain the investment and planning process in sales presentations.
• Coordinate and 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.
• Assume additional responsibilities as needed.

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.
• Experience in coordinating and partnering closely with other team members.
• Strong investments and capital markets knowledge.
• Familiarity with financial statements and advanced financial planning software.
• Self-starter with the ability to set priorities, manage responsibilities, and exceed client expectations.

Benefits

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date).
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment.
• Paid Time Off (PTO): 25 days annually (prorated your first year).
• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service.
• Holiday Time Off: 11 paid holidays.
• Tuition reimbursement.
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement.
• Discounts: on loan products.
• Professional development trainings.

Wage Range

The salary for this position starts from $75,000+.