Client Strategies Specialist

Job not on LinkedIn

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🇺🇸 United States – Remote

💵 $110k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Penn Mutual

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1847

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

📋 Description

• 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