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 client household investments and financial planning
Proven track record of retaining and developing client relationships utilizing a consultative approach.
Series 7, 66 or 63/65 registration
CFP preferred, CFA or CPA also desirable
Experience in managing sales cycle utilizing CRM systems, preferably Salesforce.
Presentation skills to individuals or a large group
Influencing skills to drive results working with internal partners.
Coordinate and partner closely with other team members.
Strong investments and capital markets knowledge
Experience in positioning and connecting a variety of solutions
Familiar with financial statements and advanced financial planning software.
Self-starter with the ability to set priorities, manage, responsibilities, and exceed client expectations.
Wage Range: The salary for this position starts from $75,000+
Benefits Overview:Univest offers a comprehensive benefits package that includes:
- Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
- Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
- Paid Time Off (PTO): 25 days annually (prorated your first year)
- Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
- Holiday Time Off: 11 paid holidays
- Commissions: paid quarterly based on individual and team production
- We offer company paid life insurance: as well as other supplemental insurances
- Tuition reimbursement
- Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
- Discounts: on loan products
- Professional development trainings
Click here for Benefit Information
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