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Client Strategies Associate at Penn Mutual - ApplyBlast

Client Strategies Associate

Penn Mutual

9 days ago

4.1 on Glassdoor

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Strategies Associate supports financial professionals and the Client Strategies team by gathering, organizing, and analyzing client financial information to prepare planning reports and assist in developing holistic financial planning recommendations. This role contributes to the financial planning process by helping advisors deliver solutions that address retirement, investment, insurance, estate, tax, and risk management considerations. The ideal candidate is analytical, detail-oriented, and committed to providing a high-quality advisor and client experience.

Responsibilities

Gather and analyze client financial data for comprehensive planning reports
Integrate AI solutions into team workflows to streamline processes and enhance productivity
Coach team members on AI tool adoption and share best practices

Skills

Qualifications

CFP certificationSeries 6 licenseSeries 7 licenseSeries 63 licenseSeries 65 license

About Penn Mutual

pennmutual.com

Headquarters

Philadelphia, Pennsylvania, United States

Company Size

1001-5000 employees

Founded

1847

View Profile

Penn Mutual is a mutual life insurance company that provides life insurance, annuities, and related financial planning solutions for individuals, families, and businesses. Founded in 1847, the company operates in the insurance and financial services industry and works with financial professionals to help clients build and protect wealth over the long term.