Client Planning Strategist for Financial Growth

Penn Mutual; United States; On-site; USD 110,000 - 125,000; Full time

Job summary

HTK within Penn Mutual’s 1847Financial channel seeks a Client Strategies Specialist to support financial professionals in building planning-centric wealth management businesses. You will create comprehensive financial plans, coordinate client strategies, and deliver a high-quality client and advisor experience.

The role requires advanced planning knowledge, client-first communication, and the ability to translate complex concepts into actionable recommendations, while collaborating with internal

Qualifications

• Bachelor degree in finance, economics, business or related field.
• 5 years in a client-facing financial planning or wealth management role.
• CFP certification or in process; active Series 7/63/65 or 66 licenses or ability to obtain.
• Experience with financial planning platforms such as eMoney, RightCapital, MoneyGuidePro.

Responsibilities

• Gather and analyze client financial information across life events and planning assumptions.
• Construct and present comprehensive financial plans for high-net-worth clients and business owners.
• Prepare planning modules covering retirement, cash flow, taxes, estate planning, and wealth transfer.
• Maintain client records to support compliance and service quality.
• Develop client-facing materials and guide conversations with clear recommendations.
• Collaborate with internal and external specialists to implement strategies.
• Lead process improvements, reporting metrics, and project management.

Skills

Financial planning

Analytical skills

Communication

Attention to detail

Client-first mindset

Project management

Team collaboration

Fiduciary principles

Education

Bachelor’s degree in finance/related field

Tools

eMoney

RightCapital

MoneyGuidePro

Job description

HTK within Penn Mutual’s 1847Financial channel seeks a Client Strategies Specialist to support financial professionals in building planning-centric wealth management businesses. You will create comprehensive financial plans, coordinate client strategies, and deliver a high-quality client and advisor experience.

The role requires advanced planning knowledge, client-first communication, and the ability to translate complex concepts into actionable recommendations, while collaborating with internal