Municipal Pension & Investment Advisor

Univest Financial Corporation; Allentown (Lehigh County); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corporation's Girard wealth division seeks a Pension Advisor in Allentown to serve as a trusted consultant and investment liaison for municipal pension plans, helping clients manage risk, review performance, and implement IPS strategies.

The role requires 5+ years in municipal pension management or related fields, strong communication and presentation skills, and credentials such as Series 7/66/63/65; a CFA, MBA, or master's degree is preferred.

Qualifications

• Municipal pension management experience or background preferred.
• Experience in a relationship management role serving as primary liaison with clients, preferably institutional.
• Excellent communication skills: verbal, written, and presentation.
• Strong presentation skills to address individuals or large groups.
• Self-starter with ability to set priorities, manage duties, and exceed client expectations.
• Series 7, 66, or 63/65 registration or ability to quickly obtain credentials.
• Bachelor’s degree in accounting, finance, business, or related fields; CFA designation, MBA or master’s degree preferred.

Responsibilities

• Serve as a pension consultant and investment liaison for municipal clients.
• Attend investment and consulting meetings to review performance and provide market commentary.
• Act as process owner for reports outlined in GPS consulting agreements.
• Maintain and strengthen client relationships through meetings and Univest-sponsored events.
• Coordinate with actuarial firms to facilitate cost studies, ordinance reviews, and other complex client requests.
• Ensure compliance with asset allocation models and IPS, including implementation and documentation of new or revised IPSs.
• Oversee the preparation and distribution of periodic pension plan performance reports.
• Ensure compliance with laws and regulations, including the Univest Code of Conduct.
• Perform other duties as assigned.

Skills

Municipal pension management

Relationship management

Investment consulting

Communication skills

Presentation skills

Series 7/66/63/65

Bachelor's degree in accounting/finan…

CFA/MBA preferred

Education

Bachelor’s degree in accounting/finance/business

CFA designation, MBA or master’s degree preferred

Job description

Univest Financial Corporation's Girard wealth division seeks a Pension Advisor in Allentown to serve as a trusted consultant and investment liaison for municipal pension plans, helping clients manage risk, review performance, and implement IPS strategies.

The role requires 5+ years in municipal pension management or related fields, strong communication and presentation skills, and credentials such as Series 7/66/63/65; a CFA, MBA, or master's degree is preferred.