The Financial Advisor provides holistic investment, insurance, charitable-giving, and banking advice to organizations, their leaders, and employees throughout Pennsylvania. The role generates new business, maintains client relationships, sells Everence products, participates in group presentations, and requires appropriate Series 65-equivalent licensing, compliance training, CRM and OnBase proficiency, regional travel, and fingerprinting for confidential client information.
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financial servicesGoshen, IN
Everence helps individuals, organizations and congregations integrate finances with faith through a national team of professionals. It offers banking, insurance and financial services with community benefits and stewardship education. Everence reports $8.9 billion in assets managed for clients seeking to align finances with faith and values. It also reports distributing $128.6 million in charitable gifts to 4,300 nonprofit organizations on behalf of members.
Who they serve
Everence serves individuals, organizations and congregations seeking to integrate finances with faith.