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Wealth Advisor | Build Lasting Client Wealth & Strategy

Univest Financial Corp

Univest Financial Corp. seeks a Wealth Advisor in King of Prussia, PA to lead investment and financial planning services for high-net-worth clients. You will build lasting relationships, deliver tailored advice, and support business development through client meetings and presentations. The ideal candidate has a track record of retaining clients, strong knowledge of investments, and registration with Series 7/66/63-65; CFP/CFA/CPA are desirable. Join a team focused on long-term financial success. #J-18808-Ljbffr Univest Financial Corp

Vacancy posted more than 2 months ago

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