Client Strategies Specialist
Remote - United Statesremotemid$110K – $125K
Posted 3w ago · via Workday
About this role
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
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