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We're looking for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals. At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life's financial complexities with confidence through personalized wealth management, investment guidance, and financial planning.

Univest Financial Corp

Wealth Advisor

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Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals.

Manning & Napier

Financial Advisor

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Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

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LPL Financial Services

Wealth Advisor - Clearview Federal Credit Union

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LPL Financial Holdings Inc

Deliver financial advice and portfolio guidance while educating clients on relevant Vanguard funds, products, services, and investment principles to help them make informed financial decisions. Build and maintain knowledge of financial planning, capital markets, investment products, and industry developments to strengthen the advice and guidance provided to clients.

Vanguard Group

Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.

KeyCorp

Private Client Advisor

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning and investment strategies.

Cerity Partners LLC

As part of the Somerset Trust Team, it is the expectation that all employees provide exceptional customer service to both internal and external customers, foster positive, respectful collaboration with colleagues across the organization, and uphold the values of the company (Service, Fairness, Honesty). Develop- As a Wealth Advisor with STC Wealth Management your goal is to build and grow a book of business through financial planning and Investment management.

Somerset Trust Company

Wealth Advisor - Fayette County

Wealth Advisor - Merck Sharp & Dohme Federal Credit Union

Wealth Advisor - Westmoreland County

Wealth Advisor - Somerset County

Wealth Advisor - Cambria County

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Premier Advisor - Wyomissing, PA

You will be responsible for: Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

Citizens & Northern Bank

Senior Wealth Advisor

As a Senior Financial Advisor, you won't just manage portfolio, you'll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.

Citadel

Sr. Financial Advisor - Citadel Wealth Management

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

The PNC Financial Services Group Inc

Compliance Program Advisor

5+ years of experience in financial services or consulting with exposure to investment management operations, such as asset managers, wealth managers, hedge funds, private equity, fund administrators, custodians, prime brokers, or related service providers. Experience with wealth management and trust operations systems, technologies, and tools such as customer relationship management (CRM) systems, portfolio and trust investment accounting platforms, next-generation client portals, reconciliation tools, data warehouses, etc.

Deloitte Touche Tohmatsu Ltd

Wealth Management & Trust Operations - Investment Management Manager

Manning & Napier, Inc.

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

We’re looking for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals. At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life’s financial complexities with confidence through personalized wealth management, investment guidance, and financial planning.

Investment Advisor Jobs in Pennsylvania

Wealth Advisor Univest Financial Corp

Financial Advisor Manning & Napier

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Wealth Advisor Cerity Partners LLC

Wealth Advisor - Fayette County Somerset Trust Company

Wealth Advisor - Merck Sharp & Dohme Federal Credit Union LPL Financial Holdings Inc

Wealth Advisor - Westmoreland County Somerset Trust Company

Wealth Advisor - Somerset County Somerset Trust Company

Wealth Advisor - Cambria County Somerset Trust Company

Premier Advisor - Wyomissing, PA Truist Financial Corporation

Senior Wealth Advisor Citizens & Northern Bank

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Compliance Program Advisor The PNC Financial Services Group Inc

Wealth Management & Trust Operations - Investment Management Manager Deloitte Touche Tohmatsu Ltd

Financial Advisor Manning & Napier, Inc.

Premier Advisor - Wyomissing, PA Truist Bank

Wealth Advisor Univest Financial Corporation

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