Jobs at Everence

Provides administrative, clerical, and sales support to financial consultants while assisting policyholders, members, prospects, and staff. Responsibilities include managing CRM and client files, preparing investment reviews and applications, processing communications and account activity, maintaining compliance records, scheduling appointments, answering phones, handling correspondence and mailings, and overseeing general office tasks.

Provide holistic investment, insurance, charitable giving, and retirement planning advice to organizations, leaders, and employees. Generate new business, manage client relationships, present to boards and finance committees, promote financial products, and develop referrals. Maintain required licenses, compliance knowledge, product expertise, and CRM records while supporting Everence’s faith-based mission. The role requires regional travel throughout Pennsylvania and occasional national overnight travel.

Supports equity index portfolio management through portfolio construction, rebalancing, optimization, performance attribution, and tracking error analysis. Conducts fixed-income credit research, issuer analysis, sustainability assessments, sector monitoring, and risk analysis. Uses investment software and Excel-based tools to improve portfolio analytics and processes, while exploring AI and data technologies. Contributes to investment discussions and communicates portfolio strategy and performance. Occasional travel is required for conferences and training.

Provides administrative, technical, and customer service support to financial consultants and clients. Maintains CRM, client files, compliance records, forms, and financial service documentation; prepares investment reviews, applications, reports, and correspondence; monitors trades and account activity; handles inquiries, scheduling, mailings, and office processes; and assists with sales, marketing, and client communications.

Supports fixed income portfolio managers through credit research, quantitative analysis, issuer and sector monitoring, sustainability assessment, and written investment recommendations. Assists with domestic equity index fund management, including index tracking and rebalancing analysis. Builds Excel-based models, uses investment platforms, presents research views, and contributes to investment decisions. Requires occasional travel to conferences and seminars.