Business Owner Consultant

Univest Financial Corporation•King of Prussia, PA

9d•Hybrid

About The Position

At Girard, a Univest Wealth Division, we’re looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice. This role is designed for someone ready to take the next step in their career by expanding the scope and complexity of their client work or for someone already managing relationships who is looking to operate at a higher level within a more sophisticated advisory model. You will work directly with a senior advisor in a highly collaborative, apprenticeship-style environment, with the expectation of developing into a lead advisor capable of independently managing Business Owner client engagements within approximately 18–24 months. Our practice is planning-driven and strategy-led, advising business owners and high and ultra-high-net-worth individuals and families on complex business, financial and personal decisions, particularly around liquidity events, succession planning, and multi-generational wealth. We do not lead with investment management. Our work centers on helping clients navigate their most important decisions. Investments are incorporated as one component of a broader strategy, not the primary focus.

Requirements

Approximately 7–10 years of related working experience in a relevant advisory, financial, strategic, or professional services environment.
Experience with financial planning software (e.g., eMoney) preferred
Strong analytical and problem-solving ability
Professional presence and ability to engage with sophisticated clients
High ownership mentality; proactive and self-directed
Comfortable operating in complex, unstructured situations
Interest in long-term development as a client-facing advisor

Nice To Haves

CFP®, CEPA®, JD, CFA®, CPA
Candidates with multiple designations (e.g., JD/CFP/CEPA) strongly preferred

Responsibilities

Participating in client meetings involving business transitions, personal wealth planning, and family decision-making
Developing analyses, financial plans, and client-facing materials (including use of eMoney)
Helping frame and solve complex client decisions across business, financial and personal domains – not limited to traditional planning areas
Contributing to, and over time, leading strategy development across areas such as: Business succession and exit planning, High- and ultra-high-net-worth wealth planning, Trust and estate structuring (in coordination with attorneys), Income tax-aware planning (in coordination with CPAs), Charitable and philanthropic planning, Real estate and capital structure analysis, Ownership structuring, buy-sell agreements, and generational transitions, Family governance and decision-making dynamics
Coordinating closely with external professionals, including attorneys, CPAs, investment bankers/M&A advisors, commercial banking partners, valuation professionals, and CFOs
Over time, this role will transition from contributing to strategy development to leading engagements and serving as the primary advisor.
This role offers an accelerated development path, providing exposure to complex client situations and a clear progression toward leading client engagements within approximately 18–24 months.

Benefits

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
Company paid life insurance
Supplemental insurances
Tuition reimbursement
Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
Discounts: on loan products
Professional development trainings