Wealth Advisor

Overview

At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life’s financial complexities with confidence through personalized wealth management, investment guidance, and financial planning. We’re looking for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals.

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 meet...

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