About this role
Wealth Advisor III at Univest Financial Corporation. Location: King of Prussia, Pennsylvania, United States. Role: advising clients, delivering planning, sourcing relationships Requirements: Bachelor's degree; 7+ years advising high-net-worth clients; FINRA Series 65 and CFP required; CFA, CTFA or CEPA preferred; Emoney and Salesforce experience; strong communication and relationship-sourcing skills. Category: Finance and Accounting Seniority: Senior Level Tools: Emoney, Salesforce CRM Certifications: series 65, cfp, cfa, ctfa, cepa Commitment: Full Time Workplace: Hybrid Languages: English