What are the responsibilities and job description for the Financial Planning Associate position at Univest?
Overview
Build your financial planning career with Girard, a Wealth Division of Univest. As a Financial Planning Associate in King of Prussia, you’ll work alongside experienced advisors to create personalized financial plans, support meaningful client conversations, and help enhance the tools and processes behind an exceptional client experience. If you’re detail-oriented, collaborative, and eager to grow toward your CFP® designation, apply today and help us guide clients toward their financial goals.
Responsibilities
Assist with the development, implementation and maintenance of financial planning processes and tools to enhance the client and advisor experience.
Participate in client meetings and review calls (includes travel to other Univest/Girard locations).
Help Wealth Advisors obtain planning data and supporting documentation from clients.
Assist clients in completing data gathering requests and questionnaires.
Enter and evaluate client data into financial planning software. Prepare and model customized plans for clients of varying levels of income and based upon client specific circumstances and identified planning goals and priorities.
Coordinate planning-related tasks between clients, advisors, and internal team members.
Work with planning team to create content related to comprehensive financial planning for distribution to team members and clients.
Work with planning team to help identify cross-selling opportunities amongst Univest and Girard.
Stay up to date on current trends, industry regulations and offerings for the financial planning market.
Attend monthly Girard team meetings to update on financial planning initiatives.
Develop a strong understanding of the firm’s investment selection criteria and process and attain in-depth knowledge of the investments used.
Develop the ability to explain the firm’s investment philosophy and educate clients on how the team manages a client’s wealth.
Participate in and contribute to advisor meetings and training initiatives.
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 financial planning, relevant field, or equivalent work experience.
CFP or strong desire to obtain the Certified Financial Planner designation.
Strong interest in comprehensive financial planning.
Experience using eMoney Advisor.
Strong interpersonal skills and ability to work cooperatively with all individuals within the wealth organization to achieve common goals.
Strong attention to detail.
Solid organizational and communication skills.
Proficiency with PC applications including MS Office, PowerPoint, Teams, Sharepoint, and Salesforce.
Preferred Experience
0-3 years of experience with financial planning.
Internship or professional experience within a financial planning, wealth management, RIA, or financial advisory firm.
Experience preparing financial plans or planning analyses.
Wage Range
The salary for this position ranges from $65,000 to $80,000
Benefits Overview
Univest offers a comprehensive benefits package that includes:
#Girard
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.
Notice to Recruiters
Build your financial planning career with Girard, a Wealth Division of Univest. As a Financial Planning Associate in King of Prussia, you’ll work alongside experienced advisors to create personalized financial plans, support meaningful client conversations, and help enhance the tools and processes behind an exceptional client experience. If you’re detail-oriented, collaborative, and eager to grow toward your CFP® designation, apply today and help us guide clients toward their financial goals.
Responsibilities
Assist with the development, implementation and maintenance of financial planning processes and tools to enhance the client and advisor experience.
Participate in client meetings and review calls (includes travel to other Univest/Girard locations).
Help Wealth Advisors obtain planning data and supporting documentation from clients.
Assist clients in completing data gathering requests and questionnaires.
Enter and evaluate client data into financial planning software. Prepare and model customized plans for clients of varying levels of income and based upon client specific circumstances and identified planning goals and priorities.
Coordinate planning-related tasks between clients, advisors, and internal team members.
Work with planning team to create content related to comprehensive financial planning for distribution to team members and clients.
Work with planning team to help identify cross-selling opportunities amongst Univest and Girard.
Stay up to date on current trends, industry regulations and offerings for the financial planning market.
Attend monthly Girard team meetings to update on financial planning initiatives.
Develop a strong understanding of the firm’s investment selection criteria and process and attain in-depth knowledge of the investments used.
Develop the ability to explain the firm’s investment philosophy and educate clients on how the team manages a client’s wealth.
Participate in and contribute to advisor meetings and training initiatives.
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 financial planning, relevant field, or equivalent work experience.
CFP or strong desire to obtain the Certified Financial Planner designation.
Strong interest in comprehensive financial planning.
Experience using eMoney Advisor.
Strong interpersonal skills and ability to work cooperatively with all individuals within the wealth organization to achieve common goals.
Strong attention to detail.
Solid organizational and communication skills.
Proficiency with PC applications including MS Office, PowerPoint, Teams, Sharepoint, and Salesforce.
Preferred Experience
0-3 years of experience with financial planning.
Internship or professional experience within a financial planning, wealth management, RIA, or financial advisory firm.
Experience preparing financial plans or planning analyses.
Wage Range
The salary for this position ranges from $65,000 to $80,000
Benefits Overview
Univest offers a comprehensive benefits package that includes:
- 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): 15 days annually (prorated your first year)
- Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
- Holiday Time Off: 11 paid holidays
- 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
#Girard
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.
Notice to Recruiters