AI-Driven Client Strategy & Financial Planning Associate

Penn Mutual; Philadelphia (Philadelphia County); Presencial; USD 70.000 - 80.000; Jornada completa

Descripción de la vacante

Penn Mutual's HTK channel is seeking a Client Strategies Associate to support advisors by gathering, organizing, and analyzing client financial information and preparing planning reports. The role focuses on retirement, investment, insurance, estate, tax, and risk planning while integrating AI tools to improve productivity.

The ideal candidate is analytical, collaborative, and committed to delivering high-quality advisor and client experiences.

Formación

• Bachelor’s degree in financial planning, finance, economics, business, accounting, or a related field.
• Minimum 2 years of experience in financial services, wealth management, financial planning support, paraplanning, advisory support, or a related role.
• CFP certification preferred or actively pursuing CFP designation. Additional financial planning designations are a plus.
• Active Series 6 or Series 7 license, along with Series 63 and 65 or Series 66, or the ability to obtain required licenses within an established timeframe.
• Experience using financial planning software, including eMoney, RightCapital, MoneyGuidePro, or similar platforms.
• Demonstrated ability to produce accurate work, manage priorities effectively, and communicate professionally with advisors and clients.

Responsabilidades

• Gather, organize, and input client financial information into planning platforms, including income, expenses, assets, liabilities, insurance coverage, investment holdings, tax information, and estate planning documents.
• Maintain and update client data within financial planning software such as eMoney, RightCapital, and MoneyGuidePro to support plan creation and ongoing planning activities.
• Coordinate with financial professionals, support staff, and clients to collect required information and ensure planning data is complete and accurate.
• Prepare financial planning reports, illustrations, and supporting analyses related to retirement planning, cash flow, insurance needs, investment allocation, education funding, and other planning topics.
• Conduct basic financial planning analyses and identify potential areas for further review by senior planning specialists or financial professionals.
• Assist with the development and preparation of comprehensive financial plans and client-facing materials.
• Participate in planning meetings with advisors and, as experience develops, assist in presenting planning observations and recommendations.
• Maintain accurate planning records and documentation to support compliance, service standards, and continuity of client relationships.
• Research financial planning concepts, industry trends, products, and planning strategies to support advisor and client needs.
• Provide responsive, professional service while maintaining confidentiality and safeguarding sensitive client information.
• Integrates AI solutions into team workflows to streamline processes and enhance productivity.
• Promotes the adoption of AI tools among team members by sharing best practices and offering informal guidance.
• Communicates the benefits and limitations of AI applications to peers and stakeholders.
• Supports team learning by identifying and recommending relevant AI training resources.

Conocimientos

Analytical thinking

Attention to detail

Communication

Team collaboration

Adaptability

Client service orientation

Coaching on AI tools

Educación

Bachelor's degree in financial planning or related field

Herramientas

eMoney

RightCapital

MoneyGuidePro

Descripción del empleo

Penn Mutual's HTK channel is seeking a Client Strategies Associate to support advisors by gathering, organizing, and analyzing client financial information and preparing planning reports. The role focuses on retirement, investment, insurance, estate, tax, and risk planning while integrating AI tools to improve productivity.

The ideal candidate is analytical, collaborative, and committed to delivering high-quality advisor and client experiences.