Financial Planner

Sentinel Group; New York (NY); Remote; USD 50,000 - 80,000; Full time

Job summary

Sentinel Group recherche un planificateur financier expérimenté pour rejoindre son équipe. Le candidat idéal devra éduquer les participants sur les plans de retraite, tout en contribuant à l'expansion de l'entreprise au travers de ses compétences de vente et de leadership. Une opportunité rare pour des professionnels d'exception désirant faire la différence dans la vie de leurs clients.

Benefits

PTO (vacation, sick, personal time)

Flexible time off after 2 years

Medical, Dental, Vision

Retirement Plan with 4% Employer Match

Life Insurance

Qualifications

• Connaissances en ERISA et planning de retraite.
• Être professionnel et respectueux.
• Avoir minimum 3 ans d'expérience souhaitée.

Responsibilities

• Éduquer les participants sur les plans de retraite.
• Communiquer lors des réunions de groupe.
• Utiliser des techniques de vente consultatives pour augmenter les revenus.

Skills

Planning/Organizing

Professionalism

Communication Skills

Team Player

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Location Note: This a remote role for candidates based in New York or New Jersey.

The Purpose of Your Role:

We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our client’s short and long term goals and helping them become financially fit.

Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry.

Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise—we take the time to understand our client’s financial goals and relate to their concerns. The right candidate hasthe ability to lead, train, and motivate their peers and clients.

What you'll bring to Sentinel:

• Planning/Organizing – Prioritizes and plans work activities, uses time efficiently
• Professionalism – Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments
• Quality – Demonstrates accuracy and thoroughness
• Strong sense of urgency and accountability; results-oriented
• Team player; puts success of team ahead of self
• Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms
• Ability to work as part of a group or independently, patient, passion for both sales and service

What you’ll be responsible for:

• Engage and educate Sentinel’s retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation.
• Assist participants in preparing for the financial aspects of retirement.
• Communicate the retirement plan offering via group meetings at the client company.
• Meet one on one with participants to answer any personal questions about the plan or possible other financial matters.
• Conduct webinars to communicate the plan, when appropriate.
• Build personal relationships with participants.
• Convey retirement planning subject matter in a simplified way.
• Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long term care and disability insurance.
• Support new sales and market development initiatives
• Exhibit understanding of key features and benefits of Sentinel’s products and services
• Proactively keep Supervisor informed of key activities with assigned clients
• Office environment, up to 50% travel may be required.

About you:

We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

Preferred qualifications:

• Proficient in Microsoft Office applications
• ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge)
• Bachelor’s degree
• FINRA Series 6 or 7, 63 and 65 or 66
• Life Accident & Health licenses

Nice to haves:

• 3+ years of experience
• CFP designation or interest in obtaining
• Familiarity with programs such as eMoney Advisor

What you’ll be part of:
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage.

At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.


Some of our Benefits:

• PTO (vacation, sick, personal time bank)
• FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 4% Employer Match
• Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.

Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

Salary Range:$50,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well.