Wealth Advisor

??All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Wealth Advisor US-PA-King of Prussia Job ID: 6981 Type: Full Time # of Openings: 1 Category: Girard Girard Overview At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life's financial complexities with confidence through personalized wealth management, investment guidance, and financial planning. We're looking for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals. Responsibilities The wealth advisor is the lead for investment and financial planning services for our clients, with the goal of retaining clients and expanding wallet share whether through existing clients, or outside referrals. Deliver exceptional service and create extraordinary experience with our clients while helping them reach their long-term financial goals. Assist business development advisor with final prospect meetings and communicate the investment & planning process in sales presentations. Coordinate & attend client events focusing on specific wealth topics of interest. Develop and present client focused advice solutions Manage and execute client servicing standards by scheduling, preparing, and conducting periodic client meetings, which include the analysis and presentation for financial planning, investment recommendations and portfolio reviews. Manage client portfolios to the Girard model and target allocations. Maintain up-to-date awareness of clients' wealth management issues and needs, anticipate clients' unspoken needs. Cultivate client 'next generation' familial relationships and generational planning. Provide coaching, mentoring, and development support to associate and support advisor roles Maintain records in customer relationship management system with all client interactions. If appropriate, refer business to other divisions at Girard and Univest Financial Corporation. Assume additional responsibilities as needed. Qualifications Bachelor's degree in business, finance or related field Experience managing View the full job description on the employer's website. Equal employment opportunity, including veterans and individuals with disabilities. PI286923713 / 11-3013.00 Facilities Managers