About this role
Wealth Advisor Associate at Univest Financial Corporation. Location: King of Prussia or Souderton. Role: supporting advisors, monitoring portfolios, preparing materials Requirements: Bachelor's degree required; securities registrations (Series 7, 66, 63/65) and PA life/accident/health license required or obtainable within six months; strong communication, interpersonal, and investment knowledge; Salesforce familiarity. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce Certifications: series 7, series 66, series 63, series 65, pa life accident and health Commitment: Full Time Workplace: Hybrid Languages: English