About this role
Wealth Advisor at Univest Financial Corporation. Location: King of Prussia, Pennsylvania, United States. Role: lead investments, deliver service, coordinate events Requirements: Bachelor’s degree in business, finance or related field; Series 7/66 or 63/65; CFP preferred; Salesforce CRM experience; strong investments and capital markets knowledge; ability to connect solutions and manage client relationships. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, CRM, Financial planning software Certifications: series 7, series 66, series 63/65, cfp, cfa, cpa Commitment: Full Time Workplace: Hybrid Languages: English