Wealth Advisor Associate - Licensing & Client Growth
$60k - $70kUnivest
Univest is seeking a Wealth Advisor Associate in Souderton to support its wealth management team. The role is for early-career professionals eager to deepen their investment knowledge and obtain necessary securities licenses. Responsibilities include monitoring client portfolios, preparing client materials, and collaborating with various teams to enhance client relationships. Candidates must have a Bachelor's Degree and strong communication and interpersonal skills. The salary ranges from $60,000 to $70,000, and the position offers benefits including health insurance and a 401(k) plan. #J-18808-Ljbffr Univest
Vacancy posted 3 days ago
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