Financial Consultant
On-site · Lancaster, Pennsylvania, United States or Mount Joy, Pennsylvania, United States
Job Summary
Financial Consultant responsible for providing holistic financial advice to organizations and individuals, including investment, insurance, and charitable giving guidance, within the PA region. Responsibilities include generating new business within the region, building and maintaining client relationships with a focus on customer service and proactive outreach, presenting to boards and committees, maintaining knowledge of Everence products, achieving licensure and continuing education requirements, and leveraging CRM and OnBase for workflows. Skills sought include the ability to explain complex financial concepts clearly, strong interpersonal and communication abilities, collaboration within a consultant team, proficiency with Microsoft Office and database programs, travel regionally across Pennsylvania and nationally as needed, and alignment with Everence’s faith-based mission.
Required Qualifications
- Bachelor’s degree or higher preferred; willingness to pursue other designations
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