Job Description:
At HTK, you are part of a larger team at 1847Financial, Penn Mutual’s most closely aligned distribution channel. The Client Strategies Specialist supports financial professionals in building and developing planning-centric wealth management businesses by creating comprehensive financial plans, coordinating integrated client strategies, and helping deliver a high-quality client and advisor experience.
This field-facing role is a key contributor to holistic planning activities that combine protection, wealth management, estate, tax, retirement, investment, and risk management considerations. The ideal candidate is analytical, detail-oriented, client-first, and able to communicate complex planning concepts with clarity, professionalism, and empathy.
Key Responsibilities
- Gather, organize, and analyze client financial information, including income, expenses, assets, liabilities, insurance coverage, estate documents, tax information, investment holdings, and planning assumptions.
- Construct and present comprehensive financial plans for prospective and existing clients, including high-net-worth individuals and business owners.
- Prepare planning modules and analyses covering retirement projections, cash flow, investment allocation, education funding, Social Security, tax planning, estate planning, wealth transfer, insurance, and risk management needs.
- Maintain accurate client records and planning documentation to support compliance, continuity, service quality, and a seamless advisory experience.
- Prepare client-facing materials, guiding planning conversations, explaining plan recommendations, taking notes, and tracking follow-up items.
- Partner with financial professionals to identify planning needs, develop customized recommendations, and implement financial, estate, tax, investment, insurance, and retirement strategies.
- Work alongside internal and external specialists, including investment, insurance, estate, tax, client service, sales support, and advanced sales teams.
- Contribute to process improvement by enhancing 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 retirement planning, investments, tax strategies, estate planning, wealth transfer, insurance, and client service best practices.
- Deliver responsive, confidential, and professional client service while demonstrating strong judgment, attention to detail, follow-through, and commitment to fiduciary principles.
Skills and Abilities
- Advanced financial planning knowledge with the ability to translate complex concepts into clear, actionable recommendations.
- Strong analytical skills and ability to identify planning gaps, opportunities, risks, and strategy implications across a client’s financial life.
- Excellent verbal and written communication skills, including the ability to lead planning conversations with clarity, professionalism, and empathy.
- Exceptional attention to detail, organizational discipline, and ability to manage multiple complex priorities accurately in a fast-paced, team-oriented environment.
- High emotional intelligence, strong listening skills, client-first mindset, and ability to build trusted relationships with financial professionals, clients, and internal partners.
- 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, professionalism, and ability to maintain confidentiality with sensitive client information.
Required Qualifications
- 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.
Base Salary Range : $110,000 - $125,000
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 instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services 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.
Penn Mutual is committed toEqual Employment Opportunity(EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
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