About this role
Strategic Advisor - Business Owner & Private Wealth Advisory at Univest Financial Corporation. Location: King of Prussia, Pennsylvania, United States. Role: attending meetings, developing plans, leading strategy Requirements: Experience in wealth management/private banking, investment banking, PE/M&A, consulting, or corporate finance; preferred credentials (CFP, CEPA, JD, CFA, CPA); experience with eMoney; strong judgment, analytical and client-facing skills. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney Certifications: cfp, cepa, jd, cfa, cpa Commitment: Full Time Workplace: Hybrid Languages: English