Financial Planning Associate — AI-Driven Client Strategy

Penn Mutual; Pennsylvania; On-site; USD 70,000 - 80,000; Full time

Job summary

Penn Mutual's HTK team within 1847Financial is seeking a Client Strategies Associate to support financial professionals by gathering and analyzing client financial information, preparing planning reports, and helping develop holistic planning recommendations.

You will maintain data in planning platforms like eMoney, RightCapital, and MoneyGuidePro, assist in creating planning materials, and participate in meetings with advisors as experience grows.

Qualifications

• Bachelor's degree in finance, economics, business, or a related field.
• Experience in financial planning support or paraplanning is preferred.
• CFP certification is desirable or actively pursuing it.

Responsibilities

• Gather, organize, and input client financial information into planning platforms.
• Prepare financial planning reports, illustrations, and analyses for retirement, cash flow, and investments.
• Maintain and update client data in planning software to support plan creation.
• Assist in developing comprehensive financial plans and client materials.
• Participate in planning meetings and present planning observations as needed.
• Research planning concepts and AI tools to streamline workflows.

Skills

Financial planning concepts

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Education

Bachelor's degree in finance or related field

Tools

eMoney

RightCapital

MoneyGuidePro

Job description

Penn Mutual's HTK team within 1847Financial is seeking a Client Strategies Associate to support financial professionals by gathering and analyzing client financial information, preparing planning reports, and helping develop holistic planning recommendations.

You will maintain data in planning platforms like eMoney, RightCapital, and MoneyGuidePro, assist in creating planning materials, and participate in meetings with advisors as experience grows.