Strategic Advisor for Business Owners
Univest Financial Corp
Univest Financial Corp. is seeking a Strategic Advisor in King of Prussia to join the Business Owner & Private Wealth Advisory practice. You will work with a senior advisor to expand client engagements, focusing on liquidity events, succession planning, and multi-generational wealth management. The role emphasizes complex planning, client relationships, and progression toward leading client engagements within 18–24 months, with a hybrid work setup. #J-18808-Ljbffr Univest Financial Corp
Vacancy posted 3 days ago
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$100k
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