Financial Planning Associate – Wealth Management
Penn Mutualonsitejunior$70K – $80K
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 Financial Planning Associate (Internal Title: Client Strategies Associate) supports financial professionals and the Client Strategies team by gathering, organizing, and analyzing client financial information, preparing planning reports, and assisting in the development of holistic financial planning recommendations. This role serves as an important contributor to the financial planning process by helping advisors and senior planning specialists deliver planning-centric solutions that address retirement, investment, insurance, estate, tax, and risk management considerations.…
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
For this role: teams
2
Level fit
This role is junior-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 based in Penn Mutual. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams
More at Pennmutual
- View →Lead Underwriting ConsultantRemote - United States
- View →Staff Software EngineerRemote - United States
- View →Specialist, Forms AdministrationRemote - United States
- View →Strategic Alliance Account ExecutiveRemote - United States
- View →Senior DevOps EngineerRemote - United States
- View →Solution ManagerRemote - United States