Financial Planning Associate - 7034

??All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Financial Planning Associate US-PA-King of Prussia Job ID: 7034 Type: Full Time # of Openings: 1 Category: Girard Girard Overview Build your financial planning career with Girard, a Wealth Division of Univest. As a Financial Planning Associate in King of Prussia, you'll work alongside experienced advisors to create personalized financial plans, support meaningful client conversations, and help enhance the tools and processes behind an exceptional client experience. If you're detail-oriented, collaborative, and eager to grow toward your CFP® designation, apply today and help us guide clients toward their financial goals. Responsibilities Assist with the development, implementation and maintenance of financial planning processes and tools to enhance the client and advisor experience. Participate in client meetings and review calls (includes travel to other Univest/Girard locations). Help Wealth Advisors obtain planning data and supporting documentation from clients. Assist clients in completing data gathering requests and questionnaires. Enter and evaluate client data into financial planning software. Prepare and model customized plans for clients of varying levels of income and based upon client specific circumstances and identified planning goals and priorities. Coordinate planning-related tasks between clients, advisors, and internal team members. Work with planning team to create content related to comprehensive financial planning for distribution to team members and clients. Work with planning team to help identify cross-selling opportunities amongst Univest and Girard. Stay up to date on current trends, industry regulations and offerings for the financial planning market. Attend monthly Girard team meetings to update on financial planning initiatives. Develop a strong understanding of the firm's investment selection criteria and process and attain in-depth knowledge of the investments used. Develop the ability to explain the firm's investment philosophy and educate clients on how the team manages a client's wealth. Participate in and contribute to advisor meetings and training initiatives. Accountable for compliance View the full job description on the employer's website. Equal employment opportunity, including veterans and individuals with disabilities. PI287510628 / 11-3013.00 Facilities Managers