Financial Planning Associate, AI-Driven Insights

pennmutual; United States; On-site; USD 70,000 - 80,000; Full time

Job summary

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

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.

Responsibilities

• 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.

Skills

Analytical and problem-solving skills

Client service orientation

Communication skills

Team collaboration

Adaptability and eagerness to learn

Education

Bachelor's degree in finance or related field

Tools

eMoney

RightCapital

MoneyGuidePro

Job description

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