Qualified Retirement Plan Associate

Univest Financial Corporation•Souderton, PA

11h•Hybrid

About The Position

At Girard, a Univest Wealth Division, we believe meaningful work starts with meaningful relationships. As a Qualified Retirement Plan Associate, you’ll play an important role in supporting retirement plan clients, helping deliver thoughtful service, trusted guidance, and a high-quality experience for plan sponsors and participants alike. If you’re someone who values collaboration, brings a client-focused mindset, and wants to grow your career in a team that’s committed to making a lasting impact, we’d love to connect with you.

Requirements

Bachelor’s degree in related field or five years business experience preferred.
Retirement plan experience helpful as well as a comprehension of basic investment vehicles and general market terms.
FINRA Securities Licensing and PA Insurance Licensing required or ability to obtain within 90 days.
Proven effective communication skills.
Proven sales/relationship management ability.
Knowledge of MS Office Suite; data management helpful.
Ability to have flexibility in assignments, work with attention to details, and meet deadlines.

Responsibilities

Manage the relationship calendar for retirement plan accounts, meeting with plan sponsors, reviewing plan review reports, investments, and consulting with sponsors regarding plan design and plan administration issues
Facilitate (or coordinate through/with record keeping partners or other services) all participant education, including initial plan transitions and ongoing enrollment and education
Track and report monthly sales figures for management including reporting for incoming assets, new revenue and lost business as well as the accounting and management of revenue and assets under management.
Contribute in all aspects of servicing Retirement clients as needed.
Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
Perform other duties as assigned.

Benefits

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 (prorated your first year)
Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
Holiday Time Off: 11 paid holidays
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