Client Strategies Specialist
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Job Description
Client Strategies Specialist creating comprehensive financial plans for Penn Mutual’s financial professionals and clients. Coordinating protection, investment, tax, estate, retirement, and risk strategies.
Responsibilities:
- Gather, organize, and analyze comprehensive client financial information
- Construct and present comprehensive financial plans for prospective and existing clients, including high-net-worth individuals and business owners
- Prepare analyses covering retirement, cash flow, investments, education funding, Social Security, tax, estate, wealth transfer, insurance, and risk management needs
- Maintain accurate client records and planning documentation to support compliance, continuity, service quality, and advisory experience
- Prepare client-facing materials, guide planning conversations, explain recommendations, take notes, and track follow-up items
- Partner with financial professionals to identify planning needs, develop customized recommendations, and implement financial strategies
- Collaborate with internal and external investment, insurance, estate, tax, client service, sales support, and advanced sales specialists
- Improve planning workflows, documentation standards, quality control, technology adoption, and team efficiency
- Lead reporting metrics and project management
- Research financial planning topics and stay current on relevant industry best practices
- Deliver responsive, confidential, and professional client service while demonstrating sound judgment, attention to detail, follow-through, and fiduciary principles
Requirements:
- Bachelor’s degree in financial planning, finance, economics, business, accounting, or a related field
- Five (5) years of experience in a client-facing financial planning, wealth management, advisory, investment, or related financial services role
- CFP® certification or in process of getting credential
- Active Series 7 and Series 63/65 or Series 66 licenses required, or ability to meet licensing requirements within the designated timeframe if applicable
- Experience with financial planning platforms such as eMoney, RightCapital, MoneyGuidePro and ability to learn other systems
- Demonstrated ability to manage deadlines, produce accurate work, communicate professionally, and support high-quality client outcomes
- Advanced financial planning knowledge
- Strong analytical skills
- Excellent verbal and written communication skills
- Exceptional attention to detail and organizational discipline
- Ability to manage multiple complex priorities in a fast-paced, team-oriented environment
- High emotional intelligence and strong listening skills
- Client-first mindset and ability to build trusted relationships
- Strong follow-through and ownership of client action items, implementation steps, and planning deliverables
- Growth-oriented mindset, intellectual curiosity, openness to feedback, and commitment to continuous improvement
- High level of discretion and professionalism
- Ability to maintain confidentiality with sensitive client information
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