Wealth Advisor

Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial – a trusted institution with a 148-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.

This is individual is expected to serve as the primary relationship manager and investment professional for key client relationships. The relationship manager is expected to drive loyalty and focus efforts to expand wallet share and generate client referrals, incrementally.

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 meetings, which include the analysis and presentation for financial planning, investment recommendations and portfolio reviews

Manage client portfolios to the Girard model and target allocations

Maintain up-to-date awareness of clients’ wealth management issues and needs, anticipate clients’ unspoken needs

Cultivate client 'next generation' familial relationships and generational planning

Provide coaching, mentoring, and development support to associate and support advisor roles

Maintain records in customer relationship management system with all client interactions

If appropriate, refer business to other divisions at Girard and Univest Financial Corporation

Assume additional responsibilities as needed

Bachelor’s degree in business, finance or related field

Experience managing client household investments and financial planning

Proven track record of retaining and developing client relationships utilizing a consultative approach.

Series 7, 66 or 63/65 registration

CFP preferred, CFA or CPA also desirable

Experience in managing sales cycle utilizing CRM systems, preferably Salesforce.

Presentation skills to individuals or a large group

Influencing skills to drive results working with internal partners

Coordinate and partner closely with other team members

Strong investments and capital markets knowledge

Experience in positioning and connecting a variety of solutions

Familiar with financial statements and advanced financial planning software

Self-starter with the ability to set priorities, manage, responsibilities, and exceed client expectations

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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.