What are the responsibilities and job description for the Wealth Advisor III position at Univest?
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 net-worth clients, ideally including business owners.
FINRA Series 65 required.
CFP required; CFA, CTFA or CEPA strongly preferred.
Wealth Planning software experience, preferably Emoney.
Demonstrated success in sourcing new wealth relationships and managing the full client lifecycle.
Demonstrated ability to partner with internal (preferably bank) teams and influence cross-referrals.
Strong communication and presentation skills with an ability to simplify complex financial strategies.
Self-starter with the ability to set priorities, execute responsibilities, and exceed client expectations.
Wage Range
The salary for this position starts from $100,000
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.
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 net-worth clients, ideally including business owners.
FINRA Series 65 required.
CFP required; CFA, CTFA or CEPA strongly preferred.
Wealth Planning software experience, preferably Emoney.
Demonstrated success in sourcing new wealth relationships and managing the full client lifecycle.
Demonstrated ability to partner with internal (preferably bank) teams and influence cross-referrals.
Strong communication and presentation skills with an ability to simplify complex financial strategies.
Self-starter with the ability to set priorities, execute responsibilities, and exceed client expectations.
Wage Range
The salary for this position starts from $100,000
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): 25 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
- Commissions: paid quarterly based on individual and team production
- 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.