Financial Advisor / Senior Financial Advisor
Strong interpersonal skills and the ability to work cooperatively with all individuals within Univest
Inner drive to sell with demonstrated sales skills and experience
A strong focus on achievement; results-oriented
Self-starter with the ability to set priorities and manage responsibilities
Series 7 and 63 (or 65)securities licenses and PA Life & Health insurance license required.
CFP and or advanced degree preferred.
Senior Financial Advisor
5-7 Years experience in Investment Sales in either a Brokerage or Bank Investment Advisory setting.
Ability to provide customization of Investment Strategies to meet client needs.
Proven track record of Sales success.
4 year degree and NASD Series 7, 63 and Insurance licenses required. CFP preferred
Working knowledge of 401(k),pensions, SEPS, investments and other applicable products.
Involvement in local community and COI contacts are helpful.