Wealth Advisor Associate
Company: Univest Financial Corporation
Location: King Of Prussia
Posted on: May 28, 2023
Girard is located in King of Prussia, PA. We provide investment and wealth management services to high net worth clientele on a fee only basis. We are seeking for immediate hire a Wealth Advisor Associate, a position arising from our continued growth. The ideal candidate will have demonstrated interest in and knowledge of finance, economics, global capital markets, along with a record of academic excellence and professional drive. Day to day, this position will be highly involved with our portfolio management team conducting investment research and servicing HNW client relationships. The responsibilities of this role expand over time as the Wealth Advisor Associate gains experience in the role, learns firm investment due diligence processes, and becomes familiar with client relationship management.
Develop a strong understanding of the firm's investment selection criteria and process and attain in-depth knowledge of the investments used.
Develop extensive product knowledge by working one-on-one with both internal and external partners.
Perform and make rebalancing recommendations for a specific segment of client portfolios and provide those recommendations to the Wealth Advisor. - This includes documenting results and noting approved exceptions in the portfolio accounting and CRM system.
Help with onboarding new clients
Other investment related and sales support activities as assigned by the wealth management team.
As knowledge and experience is obtained, the responsibilities will expand to include:
Become a pivotal member of the relationship team, responsible for the regularly scheduled relationship reviews of client portfolios, making recommendations to the Wealth Advisors, execution of recommendations and managing liquidity needs. -
Attend client meetings with wealth advisors -
Serve as the secondary point of contact for the client. - -
Build a trusted, competent, and confident relationship with clients by having the capability and authority to provide comprehensive, tailored financial solutions. -
Seek additional assets from clients.
Identify needs and cross sell other Univest services and products in order to meet Teambuilder goals
Assist with sales and marketing efforts of Wealth Advisors and provide internal support.
Individual on-going training / continuing education for skill building and license maintenance.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.
Perform additional duties as required.
Bachelor's degree in a relevant field or equivalent work experience
Demonstrated interest in and knowledge of finance, economics, and global capital markets, along with a record of academic excellence and professional drive. Strong aptitude for financial analysis.
Strong interpersonal skills and the ability to work cooperatively with all individuals within
Univest to achieve common goals.
Proficiency for learning/using investment mgmt. industry software
Self-starter with the ability to set priorities/manage responsibilities
Obtain required securities licenses within one year timeframe
Desire to cross sell services and willingness to seek out additional assets from clients.
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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Keywords: Univest Financial Corporation, Philadelphia , Wealth Advisor Associate, Other , King Of Prussia, Pennsylvania
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