Strategic Advisor

Strategic Advisor - Business Owner & Private Wealth Advisory - 6936 King of Prussia, PA 7 DAYS AGO 22639853 Summary King of Prussia, PA In-Person $48.08 - $48.08 per Hour 1 Years Experience High school graduate or equivalency certificate (GED) No Commission 40.00 hours per week / Day Shift / Full-Time Description ??All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Strategic Advisor -

Business Owner & Private Wealth Advisory US-PA-King of Prussia Job ID:

6936

Type:

Full Time # of

Openings:

1

Category:

Girard Girard Overview At Girard, a Univest Wealth Division , we're looking for a Strategic Advisor to join our Business Owner & Private Wealth Advisory practice, someone who is energized by complex planning, meaningful client relationships, and the opportunity to grow into a trusted lead advisor. This role is designed for someone ready to take the next step in their career by expanding the scope and complexity of their client work or for someone already managing relationships who is looking to operate at a higher level within a more sophisticated advisory model. You will work directly with a senior advisor in a highly collaborative, apprenticeship-style environment, with the expectation of developing into a lead advisor capable of independently managing Business Owner client engagements within approximately 18-24 months . Our practice is planning-driven and strategy-led , advising business owners and high and ultra-high-net-worth individuals and families on complex business, financial and personal decisions, particularly around liquidity events, succession planning, and multi-generational wealth. We do not lead with investment management. Our work centers on helping clients navigate their most important decisions. Investments are incorporated as one component of a broader strategy, not the primary focus. If you're ready to bring your experience, curiosity, and judgment to a team that values thoughtful advice and lasting relationships, we'd love to meet you and explore what you could build here with us. Responsibilities You will be involved across all aspects of client engagements, including: Participating in client meetings involving business transitions, personal wealth planning, and family decision-making Developing analyses, financial plans, and client-facing materials (including use of eMoney ) Helping frame and solve complex client decisions across business, financial and personal domains - not limited to traditional planning areas Contributing to, and over time, leading strategy View the full job description https://www.click2apply.net/2j5WNYfeyMRo1TDEwuE5xV. Equal employment opportunity, including veterans and individuals with disabilities.

PI285128037 13-2052.00

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