Wealth Advisor: Client Growth & Financial Planning
Univest
Univest, through Girard Wealth, seeks a relationship-driven Wealth Advisor in King of Prussia, PA to deliver thoughtful financial guidance and build lasting client connections. You will lead investment planning, portfolio reviews, and generational planning while collaborating with team members and cross-divisional partners. You will manage client portfolios, utilize advanced financial planning tools, and coordinate meetings and events to deepen wallet share. #J-18808-Ljbffr Univest
Vacancy posted 4 days ago
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