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Wealth Advisor III

Job

Lutron Electronics Co., Inc.

King of Prussia, PA (In Person)

Full-Time

Posted 3 days ago (Updated 2 days ago) • Actively hiring

Expires 7/12/2026

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Job Description

Wealth Advisor

III - 6934

King of Prussia, PA 6 DAYS AGO 22626582 Summary King of Prussia, PA In-Person Competitive Salary 1 Years Experience Bachelor's degree 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 Wealth Advisor III US-PA-King of Prussia Job ID:

6934

Type:

Full Time # of

Openings:

Category:

Girard Girard Overview At Girard , we believe wealth management is about more than numbers, it's about people, trust, and helping clients make confident decisions for the future. We're looking for an experienced Wealth Advisor who brings both strategic insight and a personal touch to every relationship, especially when serving high-net-worth individuals and business owners. If you're energized by building meaningful connections, delivering sophisticated planning solutions, and growing business through collaboration, we'd love to meet you. Join Girard and bring your expertise to a team that values thoughtful advice, lasting relationships, and making a real impact. Responsibilities Serve as leas advisor and subject manner 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. Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct. Perform other duties as assigned. Qualifications Bachelor's Degree in business, finance, psychology or related field. 7+ years of experience advising high View the full job description https://www.click2apply.net/Zld2APH7gjqRLUDrRu6lWP. Equal employment opportunity, including veterans and individuals with disabilities.

PI285035321 13-2052.00

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