About this role
Manager of Wealth Services Relationship Management at Univest Financial Corporation. Location: King of Prussia or Girard. Role: leading team, training associates, developing strategy Requirements: Bachelor's in business/finance, demonstrated experience managing advisor teams, extensive wealth management and financial planning experience, Series 7/66/63/65 registrations, CFP preferred, strong communication, compliance knowledge, and Salesforce experience. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce CRM Certifications: series 7, series 66, series 63, series 65, cfp, cfa, ctfa Commitment: Full Time Workplace: Hybrid Languages: English