Full-Time
Wealth Advisor
Univest
501-1,000 employees
Full-range financial services and wealth management
Compensation Overview
$75k/yr
King of Prussia, PA, USA
Hybrid
Bachelor's
 Finance & Banking (1) |
|---|
Get referred to Univest
See people who can refer or advise you
- A bachelor's degree in business, finance, or a related field is required.
- Experience managing client household investments and financial planning is required.
- A proven track record of retaining and developing client relationships using a consultative approach is required.
- Series 7 and Series 66, or Series 63 and 65, registration is required.
- Experience managing the sales cycle using customer relationship management systems, preferably Salesforce, is required.
- Presentation skills for individuals and large groups are required.
- Influencing skills to drive results while working with internal partners are required.
- Strong investment and capital markets knowledge is required.
- Experience positioning and connecting a variety of solutions is required.
- Familiarity with financial statements and advanced financial planning software is required.
- The candidate must be able to set priorities, manage responsibilities, and exceed client expectations.
- Lead investment and financial planning services for clients to retain clients and expand wallet share through existing clients and outside referrals.
- Deliver exceptional service and create a positive client experience while helping clients achieve long-term financial goals.
- Assist the business development advisor with final prospect meetings and explain the investment and planning process in sales presentations.
- Coordinate and attend client events focused on specific wealth topics.
- Develop and present client-focused advice solutions.
- Manage and execute client servicing standards by scheduling, preparing, and conducting periodic client meetings, including analysis and presentation of financial planning, investment recommendations, and portfolio reviews.
- Manage client portfolios according to the Girard model and target allocations.
- Maintain current awareness of clients' wealth management issues and needs and anticipate unspoken needs.
- Cultivate next-generation family relationships and support generational planning.
- Provide coaching, mentoring, and development support to associate and support advisor roles.
- Maintain records of all client interactions in the customer relationship management system.
- Refer business to other Girard and Univest Financial Corporation divisions when appropriate.
- Assume additional responsibilities as needed.
- The Certified Financial Planner (CFP) designation is preferred.
- The Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) designation is desirable.
- Experience managing the sales cycle using Salesforce is preferred.
Univest offers banking, lending, wealth management and advisory services to individuals, businesses, municipalities and nonprofits in the Mid-Atlantic. Customers deposit funds, borrow money, and receive financial planning and investment guidance; wealth management combines investment management, trust services and planning, while banking handles everyday accounts and financing. It differentiates itself through a regional focus and active community involvement, aiming to build loyal relationships with customers and employees while earning a fair profit for shareholders. Its goal is to be a strong, influential leader in the markets it serves by delivering comprehensive financial solutions and staying engaged with the communities it serves.
Company Size
501-1,000
Company Stage
IPO
Headquarters
Souderton, Pennsylvania
Founded
1876
Get referred to Univest
See people who can refer or advise you
Simplify's Take
What believers are saying
- Q2 2026 net income rose to $23.0 million, beating Q2 2025 by 15%.
- Loan growth, deposit growth, and 3.49% margin expansion support 2026 revenue momentum.
- Management raised 2026 net interest income guidance to 8%-10% after strong first-half performance.
What critics are saying
- Q2 2026 included a $5.2 million Princeton OREO charge, exposing CRE valuation pressure.
- A $28.6 million nonaccrual commercial relationship drives reserve risk and earnings volatility through 2026.
- If more lab-office and commercial loans sour, Univest's regional bank model gets squeezed hard.
What makes Univest unique
- Univest combines banking, wealth management, insurance, and equipment finance under one Pennsylvania franchise.
- Management expanded net interest margin to 3.49% in Q2 2026 while growing loans and deposits.
- Univest kept repurchasing shares and raised dividends, signaling disciplined capital allocation.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
401(k) Company Match
Paid Vacation
Disability Insurance
Paid Holidays
Life Insurance
Tuition Reimbursement
Wellness Program
Professional Development Budget
Training Programs
Hybrid Work Options
Company News
Univest Financial Corporation reported second-quarter net income of $23.0 million, or $0.82 per diluted share, compared to $20.0 million, or $0.69 per share, in the same period last year. The results included a $5.2 million pre-tax charge related to a valuation adjustment on a real estate property, reducing earnings by $0.15 per share. This was partially offset by $708,000 in tax-free bank-owned life insurance death benefit proceeds. Gross loans and leases grew $101.7 million, or 1.5%, from the previous quarter, driven by commercial and real estate lending. Total deposits increased $119.2 million, or 1.8%, during the same period. Net interest income rose to $66.2 million, up 11.3% year-over-year, whilst net interest margin improved to 3.49% from 3.20% a year earlier. The company declared a quarterly dividend of $0.23 per share.
Natalye Paquin, director of Univest Financial Corporation, sold 13,000 shares of common stock in an open-market transaction on 27 April 2026 for approximately $491,000, according to an SEC Form 4 filing. The sale represented 43% of her directly held common stock position. Following the transaction, Paquin retains roughly 17,004 shares valued at approximately $641,560. This marks her only open-market sale during the reported period, with prior activity consisting exclusively of purchases and administrative adjustments. The sale followed Univest Financial's first-quarter results released on 22 April, which showed net income of $27.1 million and diluted earnings per share of $0.96, a 21% increase over the prior year. The stock gained over 8% in April.
Univest reported first-quarter 2026 net income of $27.1 million, or $0.96 per share, representing a 24.7% increase in earnings per share compared to the first quarter of 2025. Return on average assets improved to 1.33% for the quarter. The company's loan-to-deposit ratio decreased 280 basis points year-over-year, whilst the efficiency ratio declined 190 basis points, demonstrating improved operating leverage from recent technology investments. Net interest margin expanded 23 basis points to 3.33%. Credit quality remained strong, with non-performing loans representing 0.25% of total loans and net charge-offs totalling seven basis points annualised. Non-interest income increased 11% year-over-year when excluding bank-owned life insurance death benefits, driven by strength in investment advisory, insurance and fee income. Univest rewarded shareholders by increasing its quarterly dividend 4.5% to $0.23 per share and repurchasing 351,138 shares during the quarter.
Eightco Holdings Inc. increased its at-the-market offering from $2 million to $2.75 million in 2024 to fund operational growth, according to SEC filings. The company works with Univest Securities under Form S-3 registration requirements. The firm eliminated $5.4 million in convertible notes, increased shareholder equity by $23 million, and cancelled 5.9 million dilutive shares. Gross profit margin rose to 22% from 12%, though overall revenue declined nearly 3%. Eightco regained NASDAQ compliance after maintaining a closing bid price above $1 for 20 consecutive days. The company executed a reverse stock split, reducing outstanding shares from 8.9 million to 1.75 million. Through subsidiary Forever 8 Fund LLC, it plans strategic acquisitions in e-commerce technology, targeting $100 million revenue and positive EBITDA by 2025.
Semnox, Univest Capital launch 0% interest program. Semnox Solutions and Univest Capital have teamed to offer a promotional financing program designed to "help family entertainment centers invest in modern guest-facing technology without the burden of upfront capital." Through this limited-time initiative, the companies report that qualified operators can take advantage of 0% interest financing for 12 months with no money down, with the first payment due a month from signing. "This offer allows venues to implement Semnox card systems and operational technology while preserving cash flow during a year of heavy reinvestment and expansion planning," the company said. "This program is about removing hesitation from the decision-making process," said Phil Showler, the FEC head of sales for North America at Semnox. "Most operators know when updates are needed, but timing and budget often slow progress. This gives them an option to move forward without putting everything on hold, which is critical as guest expectations continue to rise."