Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial – a trusted institution with a 146-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals.
We are looking for a Wealth Planning Specialist to join our King of Prussia, PA team.
Responsibilities include:
Support advisors with development and delivery of holistic, advice based, wealth planning services, materials and technology, under the direction and supervision of the director of wealth planning.
Participate in a comprehensive client discovery process, including obtaining complete and accurate information and data; discerning key planning objectives, priorities and concerns; evaluating the existing plan (potential gaps/risks); and identifying potential revenue generating opportunities.
Utilize Salesforce to research and document client related information.
Evaluate obtained client data and enter into financial planning software. Prepare and model customized plans for clients of varying levels of income and assets (including emerging and mass affluent individuals, high net worth individuals, and closely held business owners), based upon client specific circumstances and identified planning goals and priorities.
Provide technology support for the financial planning process. Continually advance expertise and knowledge of software utilized to develop financial plans, including but not limited to eMoney and MoneyGuidePro. Serve as the technology “subject matter expert”, providing support and training to associates on the program's usage and illustration capabilities.
Contribute to the proposal of client specific planning solutions and strategies. Develop substantive knowledge of wealth planning concepts (including retirement, estate and trust, charitable, business succession, asset protection, tax, etc.). Grow knowledge base through continuing education and acquisition of related professional designations.
Prepare advisors for client meetings and presentations, including review of plan presentations/reports. Meet with and present financial plans to clients (in person or virtual), as needed.
Assist with the development, implementation and maintenance of wealth planning processes and tools to enhance the client and advisor experience.
Participate in and contribute to advisor training initiatives.
Perform a variety of assigned wealth planning related tasks and projects.
Interface with advisors and other professionals inside and outside of the organization.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
Perform additional duties as required
Qualifications:
Minimum of 2-3 years’ experience in a financial planning role (preferably a fiduciary environment).
Demonstrated facility with navigating sophisticated financial planning software. High level of proficiency with eMoney and MoneyGuidePro financial planning software.
Solid understanding of financial planning concepts (including cash flow, budget, investment/portfolio, etc.). Familiarity with retirement planning, estate and trust planning, business planning, charitable planning, tax planning concepts and strategies.
Proficiency with Microsoft Office suite (Outlook, Word, Excel, PowerPoint, Visio, Teams), WebEx.
Experience with Salesforce (or other Customer Relationship Management software).
Bachelor’s degree preferably in finance, economics, or accounting.
Completed or willingness to pursue Certified Financial Planner (CFP) designation.
FINRA Series 65 (or ability to obtain following hire).
Strong analytical, organizational and time management skills, including ability to prioritize and perform tasks with keen attention to detail and accuracy.
Ability to develop rapport and trusted relationships with advisors and associates.
Excellent interpersonal, oral and written communication skills, including presentation skills.
Ability to work independently and collaboratively as part of a team.
Professional and positive attitude, including eagerness to learn and contribute.
Able to work remotely without direct supervision.
Please apply online at www.univest.net/careers
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.
