Financial Planning Strategy Associate

PML Penn Mutual Life Insurance Company

United States

On-site

USD 70,000 - 80,000

Full time

3 days ago

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Job summary

Penn Mutual is seeking a Client Strategies Associate within HTK/1847Financial to support advisors by gathering and organizing client financial information, updating planning data, and preparing planning reports. You will assist in developing holistic financial plans addressing retirement, investments, insurance, estate, tax, and risk management considerations.

The role emphasizes analytical thinking, collaboration with advisors, support staff, and clients, with opportunities to leverage AI tools

Qualifications

Bachelor's degree in financial planning, finance, economics, business, accounting, or related field.
CFP certification preferred or actively pursuing CFP designation.
Active Series 6/7, along with 63/65 or 66, or ability to obtain within timeframe.
Experience using financial planning software (eMoney, RightCapital, MoneyGuidePro) and related platforms.

Responsibilities

Gather, organize, and input client financial information into planning platforms.
Maintain and update client data in planning software to support plan creation.
Coordinate with professionals, staff, and clients to collect information and ensure data accuracy.
Prepare financial planning reports, illustrations, and analyses for retirement, cash flow, insurance, investments, and education funding.
Conduct basic planning analyses and identify areas for senior review.
Assist in developing comprehensive financial plans and client materials.
Participate in planning meetings and present observations and recommendations as needed.
Maintain accurate planning records to support compliance and client relationships.