Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Retirement Plan Client Advisor

$65k - $75k

Univest

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

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Retirement Plan Client Advisor in Souderton, PA vacancy
  • Benetrends Financial is seeking a Retirement Plan Analyst to join our team. This fully remote role requires residence in a covered state and focuses on administering and ensuring compliance for client retirement plans while delivering exceptional service to participants... 
    Retirement
    Remote job

    Benetrends Financial

    Lansdale, PA
    2 days ago
  • $23 per hour

     ...insurance: 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,... 
    Retirement
    Temporary work
    Work at office

    Univest

    Souderton, PA
    17 hours ago
  • $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... 
    Retirement
    Temporary work
    Local area

    Univest Financial Corporation

    Souderton, PA
    4 days ago
  •  ...and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: Employee Assistance Program Retirement plans Educational Assistance And much more! We are an equal opportunity employer and committed to recruiting, hiring, training, and... 
    Retirement
    Contract work
    Part time
    Local area

    Dollar Tree

    Hatfield, PA
    1 day ago
  • $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... 
    Retirement
    Temporary work
    Work at office

    Univest

    Souderton, PA
    2 days ago
  • $22 per hour

     ...skills 2+ years customer support experience or experience as a client service representative Strong phone contact handling and...  ...family; begins the first of the month following start date) Retirement Plan: Participation in 401(k) plan with up to a 3% employer match... 
    Retirement
    Full time
    Temporary work
    Monday to Friday

    Univest

    Kulpsville, PA
    2 days ago
  •  ...mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: Employee Assistance Program Retirement plans Educational Assistance And much more! We are an equal opportunity employer and committed to recruiting, hiring,... 
    Retirement
    Contract work
    Part time
    Local area

    Dollar Tree

    Perkasie, PA
    1 day ago
  •  ...remarketing initiatives, serving as the heartbeat of the agency's client care operations. Because this is a heavy relationship-...  ...that includes comprehensive health care choices and a dedicated retirement match to secure your future. The agency rewards dedication with... 
    Retirement
    Full time
    Work at office
    Local area
    Immediate start
    Work from home
    Monday to Friday
    Flexible hours

    Naviga

    Hatfield, PA
    3 days ago
  • $20.42 per hour

     ...Carriers offers an excellent compensation and comprehensive benefits package that includes Medical/Dental/Vision Insurance, 401(k) Retirement Plan with company matching contributions, Paid Vacation & Holidays, and vacation lodging at our exclusive employee resorts in... 
    Retirement
    Full time
    Work at office
    Monday to Friday
    Shift work

    R+L Carriers

    Hatfield, PA
    3 days ago
  • $22.26 - $30.14 per hour

     ...paid time off starting in their first year of employment depending on hire date. You are also able to participate in our 401k retirement plan (with company match and profit-sharing) and Discounted Employee Stock Purchase Plan. Dorman Products is an equal opportunity employer... 
    Retirement
    Full time

    Allparts Inc

    Colmar, PA
    1 day ago
  • $75k - $85k

     ...professionals who understand the unique needs of clients in the personal care space. As a Sales Representative...  ...Life Insurance with Optional Supplemental Plan Pet Insurance Short-Term Paid Disability 401(k) Retirement Plan with Vested Company Match Contribution Paid... 
    Retirement
    Temporary work
    Work at office
    Shift work

    Page Mechanical Group Inc

    Harleysville, PA
    2 days ago
  • $50k - $70k

     ...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... 
    Retirement
    Base plus commission
    Full time
    For contractors
    Work at office

    State Farm

    Colmar, PA
    4 days ago
  • $17 - $19.5 per hour

     ...off 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 the U.S... 
    Retirement
    Hourly pay
    Work at office
    Flexible hours

    American Family Care

    Souderton, PA
    3 days ago
  • $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.... 
    Retirement
    Base plus commission
    Full time
    For contractors
    Work at office

    Nick Demaio - State Farm Agent

    Perkasie, PA
    4 days ago
  • $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... 
    Retirement
    Temporary work
    Local area

    Univest

    Collegeville, PA
    2 days ago
  • $50k - $70k

     ...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... 
    Retirement
    Base plus commission
    Full time
    For contractors
    Work at office
    Relocation package

    State Farm

    Colmar, PA
    1 day ago
  •  ...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... 
    Retirement
    Full time
    Apprenticeship
    Local area
    Flexible hours
    Afternoon shift

    Campers Inn RV

    Hatfield, PA
    4 days ago
  • $25 per hour

    [Patient Service / Remote] - Anywhere in U.S. / Up to $25-hr / Health-Dental-Vision-Life-Disability / HSA-FSA / Retirement Savings: 403(b) + 401(a) with match / PTO up to 32 days-yr Personal-Holidays-Sickness - As a Healthcare Customer Service Representative, you will:... 
    Retirement
    Immediate start
    Remote work

    University Physicians

    Lansdale, PA
    2 days ago
  • $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... 
    Retirement
    Weekly pay
    Part time
    Immediate start
    Flexible hours

    BJ's Wholesale Club

    Lansdale, PA
    1 day ago
  • $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... 
    Retirement
    Weekly pay
    Part time
    Immediate start
    Flexible hours

    BJ's Wholesale Club

    Montgomeryville, PA
    1 day ago
  •  ...Dental & Vision Insurance Short- & Long-Term Disability Coverage Up to 28 Days of Paid Time Off Bi-Annual PTO Buyout Program 403(b) Retirement Plan with Company Match Complimentary YMCA Membership Tuition Reimbursement Opportunities Ongoing Professional Development Daily... 
    Retirement
    Full time
    Temporary work

    Peter Becker Community

    Harleysville, PA
    1 day ago
  •  ...Time Field Store Associates are also expected to ensure maximum client satisfaction as well as stay up-to-date with product features...  ...with a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commuteit... 
    Retirement
    Contract work
    Part time
    For contractors
    Work experience placement
    Local area
    Afternoon shift
    Weekday work

    Sherwin-Williams

    Hatfield, PA
    1 day ago
  • $77.18k - $102.9k

     ...opportunities to expand market presence. Serve as a trusted advisor by educating customers on regulatory-compliant and...  ...02,900, and participation in our annual incentive plan. Highly competitive benefits programs. 401(k) retirement savings plan with an automatic company... 
    Retirement

    50026 - GRR - Harleyville Inc

    Sellersville, PA
    17 hours ago
  •  ...Benefits Retirement plan Hiring bonus Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Role Description As a Customer Relations Representative - State Farm Agent Team Member with Ashlee Biondo - State Farm Agent... 
    Retirement

    Ashlee Biondo - State Farm Agent

    Horsham, PA
    2 days ago
  • $40k - $45k

     ...and help 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 of... 
    Retirement
    For contractors

    Ashlee Biondo - State Farm Agent

    Horsham, PA
    2 days ago
  •  ...expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features...  ...a wide range of world-class benefits designed for you. From retirement to health care, from total well-being to your daily commute-it... 
    Retirement
    Contract work
    For contractors
    Work experience placement
    Local area
    Afternoon shift

    Sherwin-Williams

    Doylestown, PA
    4 days ago
  • $40k - $55k

     ...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... 
    Retirement
    For contractors
    Work at office

    Dale Nace - State Farm Agent

    Pennsburg, PA
    2 days ago
  • $17 - $18 per hour

     ...subject to specific elections, plan, or program terms. If eligible, the benefits...  ...Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions...  ...America, supporting more than 18,000 clients each year. Aerotek is an Allegis Group company... 
    Retirement
    Weekly pay
    Contract work
    Temporary work
    For contractors
    Monday to Friday
    Shift work
    Day shift

    Aerotek

    Souderton, PA
    1 day ago
  •  ...Benefits Retirement plan Hiring bonus Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Role Description As Account Representative - State Farm Agent Team Member for Ashlee Biondo - State Farm Agent, you are... 
    Retirement

    Ashlee Biondo - State Farm Agent

    Horsham, PA
    4 days ago
  •  ...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

    Toll Brothers

    Colmar, PA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Retirement Plan Client Advisor. Be the first to apply!