Wealth Advisor

Univest Financial Corporation•King of Prussia, PA

16d•Hybrid

About The Position

Girard, backed by Univest Financial, provides personalized wealth management, investment guidance, and financial planning. The Wealth Advisor is the lead for investment and financial planning services for clients, focusing on retaining clients and expanding wallet share through existing relationships and outside referrals. The role delivers thoughtful advice and exceptional service to individuals, families, and institutions as they pursue long-term financial goals. The advisor develops and presents client-focused solutions, manages portfolios according to Girard models and target allocations, and coordinates periodic client meetings and events. The position also contributes to prospect presentations, cultivates next-generation and generational-planning relationships, and provides coaching and development support to associate and support advisors.

Requirements

Bachelor’s degree in business, finance, or a related field.
Experience managing client household investments and financial planning.
Proven track record of retaining and developing client relationships using a consultative approach.
Series 7 and 66, or Series 63/65 registration.
Experience managing a sales cycle using CRM systems; Salesforce is preferred.
Presentation skills for individuals and large groups.
Influencing skills to drive results while working with internal partners.
Ability to coordinate and partner closely with other team members.
Strong knowledge of investments and capital markets.
Experience positioning and connecting a variety of solutions.
Familiarity with financial statements and advanced financial planning software.
Self-starter able to set priorities, manage responsibilities, and exceed client expectations.

Nice To Haves

CFP preferred; CFA or CPA also desirable.

Responsibilities

Lead investment and financial planning services for clients, with the goal of retaining clients and expanding wallet share through existing relationships and outside referrals.
Deliver exceptional service and create an extraordinary client experience while helping clients reach their long-term financial goals.
Assist the business development advisor with final prospect meetings and communicate the investment and planning process in sales presentations.
Coordinate and attend client events focused on wealth topics of interest.
Develop and present client-focused advice solutions.
Manage client servicing standards by scheduling, preparing for, and conducting periodic meetings, including financial planning analysis, investment recommendations, and portfolio reviews.
Manage and execute client portfolios according to Girard models and target allocations.
Maintain current awareness of clients’ wealth-management issues and needs, and anticipate unspoken needs.
Cultivate relationships with clients’ next-generation family members and support generational planning.
Provide coaching, mentoring, and development support to associate and support advisor roles.
Maintain records of client interactions in the customer relationship management system.
When appropriate, refer business to other divisions at Girard and Univest Financial Corporation.
Assume additional responsibilities as needed.

Benefits

Medical, dental, and vision insurance for single or family coverage; coverage begins the first of the month following the start date.
401(k) plan with up to a 3% employer match after six months of employment.
25 days of paid time off annually, prorated in the first year.
12 weeks of short-term disability sick time with a doctor's note after six months of service.
11 paid holidays.
Quarterly commissions based on individual and team production.
Company-paid life insurance and other supplemental insurance.
Tuition reimbursement.
Employee wellness programs, including fitness-club discounts and fitness-tracker discounts or annual reimbursement.
Discounts on loan products.
Professional development training.