Financial Planning Associate
Univest
- Salary
- $65k - $80k
- Location
- King of Prussia, Pennsylvania, United States
- Job type
- Full-time
Required skills
- eMoney Advisor
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Teams
- Microsoft SharePoint
- Salesforce
About the role
Bachelor's degree in financial planning or related field; CFP or strong desire to obtain; experience with eMoney Advisor; proficiency in MS Office, PowerPoint, Teams, SharePoint, and Salesforce; 0-3 years preferred.
About Univest
Public Mid-Atlantic financial-services holding company providing banking, wealth, insurance, and equipment financing to individuals and organizations.
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