Financial Planning Associate - AI-Driven Client Strategy
Listed on 2026-10-15
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Finance & Banking
Financial Analyst, Portfolio & Asset Management, Financial Advisor / Consultant
Penn Mutual is seeking a Client Strategies Associate to support financial professionals and the Client Strategies team. You will gather, organize, and analyze client financial information, prepare planning reports, and help develop holistic financial planning recommendations.
The role emphasizes accuracy, confidentiality, and a client-focused service mindset. The ideal candidate is analytical, detail-oriented, collaborative, and capable of integrating AI tools into planning workflows under
For the Financial Planning Associate - AI-Driven Client Strategy position at Penn Mutual, we are reviewing applications now.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Mutual, PA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 70.000 - 80.000.
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