Everence

Financial Consultant

Provide financial advice, build client relationships, and generate sales while maintaining Everence products knowledge.

Provide financial advice integrating faith with finances; build client relationships; travel regionally; achieve appropriate licenses.

Client Services Representative

Associate degree preferred; 2+ years professional office experience in financial services; strong communication; Microsoft Office proficiency; willingness to travel for training; bilingual skills a plus.

Retirement Administrator

Manage daily operations of retirement plans and annuities; assist employers, congregations, participants; provide customer service; maintain forms and systems; education college graduate; preferred financial services experience.

Retirement Services Manager

Operations leadership experience in financial services/retirement plans; experience implementing regulated retirement product operations; at least five years in retirement plan operations; strong communication and leadership skills; proficient in Microsoft Office; pursuing or possessing relevant certifications.

Member Service Representative

High school diploma required; customer service experience, financial services preferred; Spanish proficiency.

Facilities Director

Lead facilities operations; 5-7 years facility management; supervise staff; manage budget and vendor relations.

Business Analytics and Performance Analyst

Bachelor’s degree preferred; 3-5 years in analytics; SQL and Power BI experience; Excel/Access proficiency; data analysis and reporting background; experience in financial services or regulated environments beneficial.

Assistant Portfolio Manager

Assist portfolio managers with equity index management, credit research, and analytics; requires bachelor’s in finance/economics and 3-5 years investment experience; CFA preferred.

Community Development Officer

1–2+ years lending experience; college degree preferred; Spanish-speaking required; cross-cultural experience preferred.

Sr. Investment Officer - Relationship Mgmt.

Investment Officer

Five+ years in investment industry; CFA/ CFP/ ChFC preferred; bachelor’s in business; strong communication; travel ~15%.

Dynamics 365 CRM Specialist

2+ years in Dynamics 365 admin or similar CRM; strong Power Platform experience; JavaScript familiarity; financial services exposure preferred.

Bachelor’s degree preferred; obtain appropriate licensing; CFP designation or willingness to pursue; strong communication and sales skills; ability to travel regionally.

Administrative support experience; financial services or insurance exposure preferred; proficient in Microsoft Office; ability to learn PC-based software.

Title	Location	Date
Financial Consultant Full Time Goshen or United States · Remote	Goshen or United States Remote	Apr 22, 2026
Financial Consultant Full Time Goshen or United States · Hybrid	Goshen or United States Hybrid	Apr 22, 2026
Client Services Representative Full Time · 2+ YOE Goshen or Remote · Hybrid	Goshen or Remote Hybrid	Apr 22, 2026
Retirement Administrator Full Time Goshen or United States · Hybrid	Goshen or United States Hybrid	Apr 22, 2026
Retirement Services Manager Full Time · 5+ YOE Goshen or United States · Hybrid	Goshen or United States Hybrid	Apr 22, 2026
Member Service Representative Full Time Philadelphia, Pennsylvania, United States · Onsite	Philadelphia, Pennsylvania, United States Onsite	Apr 2, 2026
Facilities Director Full Time · 5+ YOE Goshen, Indiana, United States · Onsite	Goshen, Indiana, United States Onsite	Apr 1, 2026
Business Analytics and Performance Analyst Full Time · 3+ YOE Goshen, Indiana, United States · Onsite	Goshen, Indiana, United States Onsite	Mar 27, 2026
Assistant Portfolio Manager Full Time · 3+ YOE Goshen, Indiana, United States · Onsite	Goshen, Indiana, United States Onsite	Mar 27, 2026
Community Development Officer Full Time · 1+ YOE Philadelphia, Pennsylvania, United States · Onsite	Philadelphia, Pennsylvania, United States Onsite	Mar 20, 2026
Sr. Investment Officer - Relationship Mgmt. Full Time · 5+ YOE Goshen, Indiana, United States · Onsite	Goshen, Indiana, United States Onsite	Mar 16, 2026
Dynamics 365 CRM Specialist Full Time · 2+ YOE Goshen, Indiana, United States · Onsite	Goshen, Indiana, United States Onsite	Feb 4, 2026
Financial Consultant Full Time Lancaster or Mount Joy or Ephrata · Onsite	Lancaster or Mount Joy or Ephrata Onsite	Jan 6, 2026
Client Services Representative Full Time · 2+ YOE Kidron, Ohio, United States · Onsite	Kidron, Ohio, United States Onsite	Aug 29, 2025

Activities	Retail bankingInvestment managementInsurance servicesRetirement planningTrust administration
Headquarters	US
Industries	Financial ServicesBanking
Name	Everence
Employees	400
Type	Cooperative / Mutual
Subsidiaries	Everence Federal Credit UnionPraxis Investment ManagementEverence Trust CompanyEverence Insurance Company
Tagline	Provides faith-based banking, insurance, and investment management services.
Founded	1,945
Website	everence.com

Everence

About Everence