About this opportunity
Univest lists this Strategic Advisor for Business Owners & Private Wealth opportunity in king of prussia, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Univest Wealth Division (Girard) seeks a Strategic Advisor to grow into a lead advisor role for business owners and high-net-worth families. You will work in a collaborative environment with senior guidance and a clear path to independent client management within 18–24 months.
The role emphasizes liquidity events, succession planning, and multi-generational wealth, with a focus on strategic decisions rather than sole investment management.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.