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Wealth Advisor

Wealth Advisor

Pennsylvania StaffingDoylestown, PA, US
1 day ago
Job type
  • Full-time
Job description

Wealth Advisor

Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial a trusted institution with a 149-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals. We are seeking a Wealth Advisor to join our team. As a Wealth Advisor at Girard, you will source and serve as the primary relationship manager for high-net-worth individuals, families, business owners, and institutions, providing comprehensive wealth planning and investment management solutions. In addition, you will be expected to proactively sell and position Girard's wealth services to internal partners, especially commercial bankers, ensuring they understand and confidently introduce our services to their clients.

Responsibilities :

  • Serve as lead advisor and subject matter expert for wealth clients and internal bank partners.
  • Deliver comprehensive wealth planning services including retirement, estate, tax-efficient strategies, trust services, and business succession planning.
  • Actively promote and sell Girard's wealth services to internal commercial bank partners to drive referrals and new client acquisition.
  • Partner with commercial bankers to present investment and planning solutions to business owner clients.
  • Lead clients and prospects through comprehensive wealth planning.
  • Develop, maintain, and expand a network of centers of influence to identify and generate new business opportunities.
  • Lead client meetings sourced through internal warm referrals and external networking.
  • Create and execute strategies to maximize referral flow from internal partners and COIs.
  • Coach and mentor associate advisors to support professional development.
  • Participate in marketing campaigns and client events to deepen relationships and drive new opportunities.
  • Leverage Salesforce CRM to relationship activity and prospect pipeline.
  • Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct.
  • Perform additional duties as required.

Qualifications :

  • Bachelor's degree in business, finance, psychology or related field.
  • 7+ years of experience advising high-net-worth clients, ideally including business owners.
  • FINRA Series 65 required.
  • CFP required; CFA, CTFA, or CEPA strongly preferred.
  • Wealth Planning software experience, preferably Emoney.
  • Demonstrated success in sourcing new wealth relationships and managing the full client lifecycle.
  • Demonstrated ability to partner with internal (preferably bank) teams and influence cross-referrals.
  • Strong communication and presentation skills with an ability to simplify complex financial strategies.
  • Self-starter with the ability to set priorities, execute responsibilities, and exceed client expectations.

    • Wage Range : The base salary for this position ranges begins from $100,000+.

    Benefits Overview :

  • 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
  • Short Term Disability : 10 days annually of sick time with a doctors note
  • Holiday Time Off : 11 paid holidays
  • Commissions : paid monthly based on individual 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

    • An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

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    Wealth Advisor • Doylestown, PA, US