Wealth Management Professional

3 weeks ago


King of Prussia, Pennsylvania, United States Univest Financial Corporation Full time

Wealth Management Internship Opportunity

Girard, a full-service wealth management firm backed by the strength and stability of Univest Financial, is seeking an intern for Summer 2025. As a wealth management professional, you will provide sales support for Girard Advisory External, assist in entering and tracking prospect data, and help clean up client and prospect information in CRM (Salesforce).

Responsibilities

  • Sales support for Girard Advisory External
  • Assist in entering and tracking prospect data
  • Help clean up client and prospect information in CRM (Salesforce)
  • Assist in entering all beneficiary and trusted contact information into CRM
  • Help find relevant contact information for old prospects and leads
  • Projects for Financial planning team
  • Help with tracking financial planning activity across entire wealth division
  • Identify opportunities for held away assets and where the assets are currently being held
  • Help conversion of older financial plans in legacy system Moneyguide Pro to our new system Emoney
  • Projects assisting our head of Marketing
  • Help create webinar content, invitations, and tracking
  • Assist in managing new prospects from campaigns and digital marketing

Qualifications

  • Bachelor's, Business, Communications or a related field or progression towards such degree
  • Proficiency in Microsoft Office
  • Ability to effectively learn and acquire new knowledge and skills
  • Strong organizational skills and the ability to prioritize
  • High degree of accuracy coupled with maximum productivity
  • Self-starter, energetic, creative, and resourceful
  • Strong verbal and written communication skills
  • Ability to handle workplace stress and good conflict-management skills
  • Able to maintain strict confidentiality and discretion

We are an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.



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