Wealth Advisor - Hybrid Client Growth & Financial Planning
Univest Financial Corporation
Girard, backed by Univest Financial Corporation, seeks a relationship-driven Wealth Advisor in King of Prussia, PA to deliver tailored investment guidance and financial planning. Lead client engagements, maintain relationships, and coordinate events to expand wallet share. The role emphasizes delivering thoughtful advice, retaining clients, and mentoring junior staff while leveraging Salesforce and advanced planning tools. #J-18808-Ljbffr Univest Financial Corporation
Vacancy posted 2 days ago
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King of Prussia, PA4 days ago
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