Strategic Advisor for Business Owners & Private Wealth

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.