Retirement Plan Client Advisor
$65k - $75kUnivest
Univest is seeking a Qualified Retirement Plan Associate to support retirement plan clients through effective relationship management and participant education. In this role, you will manage client relationships, facilitate educational transitions for participants, and ensure compliance with relevant regulations. The ideal candidate will have a Bachelor’s degree or five years of relevant experience, with strong sales and communication skills. This position offers a competitive salary range of $65,000 to $75,000. Benefits include health insurance, a 401(k) plan, paid time off, and professional development opportunities. #J-18808-Ljbffr Univest
$23 per hour
...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): 15 days annually...RetirementTemporary workLocal area- ...insurance—coverage for you and your eligible dependents Company-paid short- and long-term disability, life insurance, and 401(k) retirement plan Growth & stability—a full-time, year-round position in a company that values its employees #J-18808-Ljbffr Craft-Bilt...RetirementFull timeTemporary workMonday to Friday
- ...Benefits/Perks Great small business work environment Flexible scheduling Paid time off, health insurance, dental insurance, retirement benefit, and more! Company Overview American Family Care (AFC) is one of the largest primary and urgent care companies in...RetirementWork at officeFlexible hours
- Univest Capital, Inc. is seeking a Qualified Retirement Plan Associate to support retirement plan clients. You will manage relationships, facilitate participant education, and track sales figures. The ideal candidate will have a Bachelor’s degree or relevant business experience...Retirement
- Univest Financial Corporation is seeking a Qualified Retirement Plan Associate to manage relationships and support retirement plan clients. You'll facilitate participant education, track sales figures, and ensure compliance with applicable laws while playing a vital role...Retirement
- ...Phenomenal Benefits: We believe in taking care of our team, offering a range of benefits, including medical, dental, vision coverage, retirement plans, and much more. Career Growth: We support your growth and development with generous tuition reimbursement and scholarship...RetirementFull time
$50k - $70k
...disciplined pipeline and hit monthly production goals. Support client service needs while keeping a strong revenue focus. Generate... ...with their insurance and financial services needs, including auto insurance, home insurance, life insurance, and retirement planning....RetirementBase plus commissionFull timeFor contractorsWork at office$18.5 per hour
...School diploma and/or equivalent Experience 6 months previous security experience. 1 year previous security experience in a retirement community or similar, preferred. Professional Membership, Licensures, Certifications Valid PA Driver's License Full-...RetirementFull timePart timeShift workNight shiftWeekend work$16.25 per hour
...Flexible and Affordable Health Benefits: Choose from three medical plans, and access optional dental, vision, Health Savings Account (... ...spending account options to fit your lifestyle.* ~401(k) Retirement Savings Plan: Build your financial future with a company match...RetirementWeekly payPart timeImmediate startFlexible hours- ...Perform other duties as required. Position Requirements - Experience: 6 months wait staff experience in a continuing care retirement community, preferred, not required. Full-Time/Part-Time - Part-Time Shift - Evenings Salary Schedule - 7am-10:30am...RetirementFull timePart timeSecond jobShift workDay shiftAfternoon shift
- ...assistance in continuing education Comprehensive health and welfare plan to all full-time employees (30+ hours/week), including: Major... ...) Employee Assistance Program (EAP) Paid Time Off Qualified retirement plan (401k) with Employer Match Fair and competitive compensation...RetirementFull timeApprenticeshipLocal areaFlexible hoursAfternoon shift
$23 per hour
...: Medical, dental, and vision coverage for individuals and families, beginning the first of the month after your start date Retirement plan: Participation in our 401(k) plan with up to a 3% employer match after 6 months of employment Paid time off: 15 days per year...RetirementTemporary workWork at office$18.5 per hour
...School diploma and/or equivalent Experience: 6 months previous security experience. 1 year previous security experience in a retirement community or similar. Certifications: Valid PA Driver's License Language Ability: This individual must be able to speak and...RetirementFull timePart timeShift workWeekend workAfternoon shift$69k
...position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote, work-from-home career...Remote jobWork from homeFlexible hours- ...Location: 278 Main Street, Harleysville Pennsylvania Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will...Bank staffWork at officeImmediate startFlexible hoursNight shift
- ...including Medical, Dental, and Vision Insurance ~ HSA & FSA plans available! ~ Dependent care FSA ~ Identity Theft Protection... ...services ~ Paid Sick and Vacation Time ~ Family Leave ~401(k) Retirement plan - IHM Matches 100% up to 3% of your salary and an extra 50...RetirementLive inFlexible hoursShift workNight shift
$17 per hour
...Benefits to our Team! Medical, Dental, and Vision coverage Health Savings Account (HSA) and Flexible Spending Account (FSA) Retirement: 401(k) with employer matching, Credit Union Membership Employer-paid Life Insurance Generous tuition reimbursement program...RetirementFull timeTemporary workPart timeFlexible hoursShift work$106.2k - $167.2k
...objectives using company tools. Develop a territory‑level business plan focused on immunization rates in line with Company policies and... ..., healthcare and other insurance (for employee and family), retirement benefits including 401(k), paid holidays, vacation, and...RetirementContract workWork at officeLocal areaRemote workRelocationVisa sponsorshipFlexible hours- ...National Vision protocol. Processes and understands managed care plans while obtaining document information from the insurance company... ...now and in the future. Our Benefits Include: ~401k retirement savings with company match and stock purchase plan ~ Paid...RetirementPart timeWork at office
$16 - $17 per hour
...will be rare. Benefits: ~ Insurance (health, dental, vision, etc.) ~ Paid time off (vacation, sick leave, holidays) ~401K retirement plan ~ DailyPay: Access your earned wages when needed. ~ Special team member hotel rates for travel enthusiasts....RetirementHourly payPart timeLocal areaShift workNight shiftRotating shiftWeekend work2 days per week3 days per week- ...65 and older located in Bucks County, Pennsylvania. As a Life Plan Community, Rockhill offers a continuum of care that includes Residential... ...experience. 4 years previous maintenance experience in a retirement community or similar setting. Professional Membership,...RetirementFull timePart timeShift work
- ...65 and older located in Bucks County, Pennsylvania. As a Life Plan Community, Rockhill offers a continuum of care that includes Residential... ...(2) years previous maintenance or renovation experience in a retirement community or similar organization Preferred: Four (4) years...RetirementFull timePart timeFor contractorsImmediate startShift workNight shift
$16.5 per hour
...your co-workers. Additional Information Senior Lifestyle offers a comprehensive benefits plan to eligible team members including health, dental, vision, retirement benefits, short-term disability, long-term disability, and paid time off. All Senior Lifestyle...RetirementHourly payTemporary workLocal areaShift workWeekend work- ...Health Savings Account (HSA) Flexible Spending Account (FSA) Retirement: 401(k) with employer matching Employer‑paid Life Insurance Generous... ...65 and older located in Bucks County, Pennsylvania. As a Life Plan Community, Rockhill offers a continuum of care that includes...RetirementFull timeTemporary workFlexible hoursShift workNight shift
- ...runs smoothly? Highstreet Insurance is looking for a dedicated Client Administrator to join our close-knit team in Hatfield,... ...(PTO) Career Growth Opportunities Hands on Training Retirement Plan Responsibilities Serve as the first point of contact...RetirementWork at office
- ...closing opportunities to support decision making. Prepare reports, presentations, and data analysis for leadership reviews and planning discussions. Manage updates to sales collateral, design catalogs, and promotional materials, ensuring materials remain current...Work at office
$45k - $65k
...from the unexpected and realize their dreams. We are located in Jenkintown, PA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning Ashlee Biondo - State Farm AgentRetirement$45k - $65k
...customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees...RetirementFor contractors- ...performance-based environment. If you enjoy prospecting, uncovering client needs, and confidently closing business, this role is built... ...Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire...RetirementFor contractors
$40k - $55k
...for you! About Our Agency We help customers with their insurance and financial services needs, including Life Insurance, Retirement Planning, and College Planning. I have been a State Farm agent since 1991. Our agency has received awards including: President's...RetirementFor contractorsWork at office
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