Financial Planning Associate, Client Strategy & AI

The Penn Mutual Life Insurance Company; United States; Presencial; USD 70.000 - 80.000; Jornada completa

Descripción de la vacante

The Penn Mutual Life Insurance Company is seeking a Client Strategies Associate to support financial professionals and the Client Strategies team in gathering and analyzing client information, preparing planning reports, and helping develop holistic financial planning recommendations.

The role emphasizes analytical thinking, collaboration, and a high-quality advisor and client experience, with opportunities to integrate AI tools into planning workflows and learn cutting-edge planning strategies.

Formación

• Bachelor's degree in finance, economics, business, accounting, or related field.
• Minimum 2 years in financial services, wealth management, financial planning support, paraplanning, or advisory support.
• CFP preferred or actively pursuing CFP designation; additional designations are a plus.
• Active Series 6 or Series 7 license, plus Series 63/65 or Series 66, or ability to obtain within timeframe.
• Experience using financial planning software such as eMoney, RightCapital, MoneyGuidePro, or similar.

Responsabilidades

• Gather, organize, and input client financial information into planning platforms (income, expenses, assets, liabilities, insurance, investments, tax, estate documents).
• Maintain and update client data in planning software (eMoney, RightCapital, MoneyGuidePro) to support planning.
• Coordinate with advisors, support staff, and clients to collect information and ensure data completeness.
• Prepare financial planning reports, illustrations, and analyses for retirement planning, cash flow, insurance needs, investments, education funding, and other topics.
• Conduct basic financial planning analyses and identify areas for senior review.
• Assist with development and preparation of comprehensive financial plans and client materials.
• Participate in planning meetings with advisors and, as experienced, assist in presenting observations and recommendations.
• Maintain planning records to support compliance and client relationships.
• Research financial planning concepts and AI tools to support advisor needs.
• Provide responsive service while maintaining confidentiality; explain AI benefits/limits to peers.
• Support team learning by identifying AI training resources.

Conocimientos

Analytical skills

Attention to detail

Organizational skills

Communication skills

Team collaboration

Client service

Adaptability

AI tools experience

Educación

Bachelor's degree in finance or related field

Herramientas

eMoney

RightCapital

MoneyGuidePro

Descripción del empleo

The Penn Mutual Life Insurance Company is seeking a Client Strategies Associate to support financial professionals and the Client Strategies team in gathering and analyzing client information, preparing planning reports, and helping develop holistic financial planning recommendations.

The role emphasizes analytical thinking, collaboration, and a high-quality advisor and client experience, with opportunities to integrate AI tools into planning workflows and learn cutting-edge planning strategies.