Financial Planning Associate - AI-Driven Client Strategy

Penn Mutual; Mutual (PA); On-site; USD 70,000 - 80,000; Full time

Job summary

Penn Mutual is seeking a Client Strategies Associate to support financial professionals and the Client Strategies team. You will gather, organize, and analyze client financial information, prepare planning reports, and help develop holistic financial planning recommendations.

The role emphasizes accuracy, confidentiality, and a client-focused service mindset. The ideal candidate is analytical, detail-oriented, collaborative, and capable of integrating AI tools into planning workflows under

Qualifications

• Bachelor's degree required in a related field.
• Minimum 2 years in financial services or related support roles.
• CFP preferred or actively pursuing CFP designation.
• Active Series 6 or 7 license plus Series 63/65 or 66, or ability to obtain licenses.

Responsibilities

• Gather, organize, and input client financial information for planning.
• Maintain client data in planning software (eMoney, RightCapital, MoneyGuidePro).
• Coordinate with professionals to collect information and ensure data completeness.
• Prepare planning reports, illustrations, and analyses for retirement, cash flow, etc.
• Assist senior specialists and advisors; develop client-facing materials.
• Participate in planning meetings and present observations.
• Maintain records to support compliance and confidentiality.
• Research planning concepts and AI tools to support advisors.
• Integrate AI solutions to streamline workflows and train others.

Skills

Analytical skills

Detail-oriented

Communication skills

Team collaboration

AI tools

Problem solving

Client service

Coaching

Adaptable

Discretion

Education

Bachelor's degree in financial planning, finance, economics, business, accounting, or a related field

Tools

eMoney

RightCapital

MoneyGuidePro

Job description

Penn Mutual is seeking a Client Strategies Associate to support financial professionals and the Client Strategies team. You will gather, organize, and analyze client financial information, prepare planning reports, and help develop holistic financial planning recommendations.

The role emphasizes accuracy, confidentiality, and a client-focused service mindset. The ideal candidate is analytical, detail-oriented, collaborative, and capable of integrating AI tools into planning workflows under