Client Strategies Associate

pennmutual; United States; In loco; USD 70.000 - 80.000; Tempo pieno

Descrizione del lavoro

Penn Mutual, through its HTK and 1847Financial channel, seeks a Client Strategies Associate to support financial professionals by gathering and analyzing client information and preparing planning reports. This role contributes to delivering holistic planning across retirement, investment, insurance, estate, tax, and risk management considerations, while embracing AI-driven workflows to boost productivity.

The ideal candidate is analytical, detail-oriented, collaborative, and committed to

Competenze

• 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.

Mansioni

• Gather, organize, and input client financial information into planning platforms.
• Maintain and update client data within planning software to support plan creation.
• Coordinate with professionals, staff, and clients to collect required information.
• Prepare financial planning reports, illustrations, and analyses for retirement planning, cash flow, and more.
• Conduct basic financial planning analyses and identify areas for review by seniors.
• Assist with development of comprehensive financial plans and client-facing materials.
• Assist in planning meetings and presenting observations and recommendations.
• Maintain accurate planning records to support compliance and continuity.
• Research financial planning concepts and AI tools to support advisor needs.
• Provide professional service while safeguarding sensitive client information.

Conoscenze

Analytical and problem-solving skills

Client service orientation

Communication skills

Team collaboration

Adaptability and eagerness to learn

Formazione

Bachelor's degree in finance or related field

Strumenti

eMoney

RightCapital

MoneyGuidePro

Descrizione del lavoro

Job Description:

At HTK, you are part of a larger team at 1847Financial, Penn Mutual's most closely aligned distribution channel. The Client Strategies Associate supports financial professionals and the Client Strategies team by gathering, organizing, and analyzing client financial information, preparing planning reports, and assisting in the development of holistic financial planning recommendations.

This role serves as an important contributor to the financial planning process by helping advisors and senior planning specialists deliver planning-centric solutions that address retirement, investment, insurance, estate, tax, and risk management considerations. The ideal candidate is analytical, detail-oriented, collaborative, and committed to providing a high-quality advisor and client experience.

Key Responsibilities

• 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

Skills and Abilities

• Knowledge of financial planning concepts and a desire to continue developing technical planning expertise.
• Strong analytical and problem-solving skills with the ability to review financial information accurately.
• Excellent organizational skills and attention to detail.
• Effective verbal and written communication skills.
• Ability to manage multiple assignments and deadlines in a fast-paced environment.
• Team-oriented mindset with the ability to collaborate effectively across advisors, support teams, and internal partners.
• Strong client service orientation and commitment to delivering quality work.
• Coachable, adaptable, and eager to learn new concepts, processes, and technologies.
• High degree of professionalism, discretion, and confidentiality.
• Proven experience implementing AI tools to automate or improve work processes
• Ability to communicate technical concepts and AI benefits to non-technical audiences
• Experience coaching or mentoring others in the use of digital or AI tools
• Demonstrates critical thinking and problem-solving skills in adapting workflows to leverage AI

Required Qualifications

• 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.

Base Salary Range: $70,000 - $80,000

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affi