Pension Advisor

Univest Financial Corp; Allentown (Lehigh County); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

PTO 20 days/year

Short Term Disability

Job summary

Univest Financial Corp seeks a Pension Advisor to join our team in Allentown. You will act as a trusted consultant and investment liaison for municipal pension clients, delivering market insights and guiding plan success. Strong client-relations experience and pension knowledge are essential.

The role involves coordinating with actuarial firms, preparing pension reports, and ensuring IPS compliance. We value credentials and education in finance or accounting, with CFA/MBA preferred and Series

Qualifications

• 5+ years managing municipal pension plans or related audits.
• Experience as primary client liaison, presenting investment materials and market insights.
• Strong written and verbal communication; ability to present to groups.

Responsibilities

• Serve as pension consultant and investment liaison for municipal clients.
• Attend investment/consulting meetings to review performance reports and provide market commentary.
• Own reports outlined in GPS consulting agreements and ensure IPS adherence.

Skills

Municipal pension experience

Relationship management

Communication skills

Presentation skills

Self-starter

Education

Bachelor’s degree in accounting/finance/business

CFA/MBA preferred

Tools

Series 7/66/63/65

Job description

Univest Financial Corp

Pension Advisor

US-PA-Allentown

Job ID: 6999

Type: Full Time

# of Openings: 1

Category: Girard

Univest Financial Corporation

Overview

Girard, a Univest Wealth Division, is looking for a Pension Advisor to join our team in Allentown. In this role, you'll serve as a trusted consultant and investment liaison for municipal pension clients, helping build strong relationships, deliver meaningful market insights, and support the long-term success of the plans we serve. If you have experience in pension plan management, client relationship management, or investment consulting, and enjoy partnering with clients to provide thoughtful guidance, this could be a great opportunity to grow your career with Girard.

Responsibilities

• Serve as a pension consultant and investment liaison for municipal clients.
• Attend investment and consulting meetings as requested to review performance reports and provide market commentary.
• Act as process owner for reports outlined in GPS consulting agreements.
• Maintain and strengthen client relationships through meetings, professional associations, networking opportunities, 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 Investment Policy Statements (IPS), including implementation and documentation of new or revised IPSs.
• Oversee the preparation and distribution of periodic pension plan performance reports.
• Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
• Perform other duties as assigned.

Qualifications

• Preferred 5+ years of experience in managing municipal pension plans or working as a local government or pension auditor.
• Experience in a relationship management role serving as the primary liaison with clients, preferably institutional relationships presenting investment materials and market and economic insights.
• Excellent communication skills: communication, verbal, and written.
• Presentation skills to people or a large group.
• Self-starter with the ability to set priorities, manage duties, and exceed client expectations.
• Series 7, 66, or 63/65 registration or the ability to quickly obtain credentials.
• A bachelor's degree in accounting, finance, business, or related fields; a CFA designation, a master's degree, or an MBA is preferred.

Wage Range

The annual salary for this position ranges from $85,000-$100,000.

Benefits Overview

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 20 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

#Girard

#LI-Hybrid

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

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