Wealth Advisor III

Responsibilities

• Serve as lead advisor and subject matter expert for wealth clients and internal bank partners.
• Deliver comprehensive wealth planning services including retirement, estate, tax-efficient strategies, trust services, and business succession planning.
• Actively promote and sell Girard’s wealth services to internal commercial bank partners to drive referrals and new client acquisition.
• Partner with commercial bankers to present investment and planning solutions to business owner clients.
• Lead clients and prospects through comprehensive wealth planning.
• Develop, maintain, and expand a network of centers of influence to identify and generate new business opportunities.
• Lead client meetings sourced through internal warm referrals and external networking.
• Create and execute strategies to maximize referral flow from internal partners and COIs.
• Coach and mentor associate advisors to support professional development.
• Participate in marketing campaigns and client events to deepen relationships and drive new opportunities.
• Leverage Salesforce CRM to track relationship activity and prospect pipeline.
• Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Qualifications

• Bachelor’s Degree in business, finance, psychology or related field.
• 7+ years of experience advising high net-worth clients, ideally including business owners.
• FINRA Series 65 required.
• CFP required; CFA, CTFA or CEPA strongly preferred.
• Wealth Planning software experience, preferably Emoney.
• Demonstrated success in sourcing new wealth relationships and managing the full client lifecycle.
• Demonstrated ability to partner with internal (preferably bank) teams and influence cross-referrals.
• Strong communication and presentation skills with an ability to simplify complex financial strategies.
• Self-starter with the ability to set priorities, execute responsibilities, and exceed client expectations.

Benefits Overview

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 doctor's note after 6 months of service
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• Company-paid life insurance
• Other supplemental insurances
• Tuition reimbursement
• Employee wellness programs: including fitness club discounts and fitness tracker discounts/annual reimbursement
• Discounts: on loan products
• Professional development trainings

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Wage Range

The salary for this position starts from $100,000+