Strategic Advisor for Business Owners & Private Wealth
Univest
Univest Wealth Division (Girard) seeks a Strategic Advisor to grow into a lead advisor role for business owners and high-net-worth families. You will work in a collaborative environment with senior guidance and a clear path to independent client management within 18–24 months. The role emphasizes liquidity events, succession planning, and multi-generational wealth, with a focus on strategic decisions rather than sole investment management. #J-18808-Ljbffr Univest
Vacancy posted 1 day ago
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$100k
OverviewAt Girard, a Univest Wealth Division, we’re looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice, someone who is energized by complex planning, meaningful client relationships, and the opportunity to grow into a trusted lead...PrivateTemporary workApprenticeshipWork experience placementPrivate practiceWork at officeUnivest
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