Financial Planner

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

Job summary

Join a forward-thinking company as a financial planner, where you will play a pivotal role in guiding clients towards their financial goals. This innovative firm values diversity and offers flexible work options, including remote roles for candidates in New York or New Jersey. As part of a dedicated team, you will engage with clients, provide fiduciary guidance, and help them navigate their retirement plans. With a focus on professional growth, you'll enjoy generous benefits and a supportive work culture that prioritizes employee well-being. If you're passionate about financial planning and eager to make a difference, this opportunity is perfect for you.

Benefits

Flexible work schedules

Tuition reimbursement program

Unlimited Flexible Time Off after 2 years

Mental health resources

Financial planning guidance

Paid sabbatical after 10 years

Employee events

Generous time off policies

Parental leave

Family care programs

Qualifications

• Strong understanding of mutual funds and retirement planning.
• Ability to communicate financial topics clearly and simply.

Responsibilities

• Engage and educate retirement plan participants.
• Assist participants in preparing for retirement.
• Drive revenue growth through consultative selling.

Skills

Planning/Organizing

Professionalism

Quality

Team player

Communication

Sales and service

Education

FINRA Series 6 or 7, 63 and 65 or 66

CFP designation or interest in obtaining

Tools

Microsoft Office

eMoney Advisor

Job description

Top 10 reasons to work for us:

1. We believe in and practice diversity, equity and inclusion.
2. Flexible work schedules, including remote and hybrid options.
3. Career pathing and career development.
4. Parental leave and family care programs.
5. Mental health resources.
6. Tuition reimbursement program.
7. Generous time off policies, including unlimited Flexible Time Off after 2 years of service.
8. Employee events (holiday parties, summer cookouts, wellness days, etc.).
9. Free guidance from a Financial Planner who will help you with your retirement investments.
10. Sentinel Recharge (After 10 years of service, we reward employees for their hard work by offering a four-week paid sabbatical to rejuvenate).

Learn more about our culture and values. For opportunities to grow professionally in a fun and fast-paced environment, please review our open positions and apply to the positions that match your qualifications.

Location Note: This is 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 has the 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).
• FINRA Series 6 or 7, 63 and 65 or 66.

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:

• FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service.
• 12 Paid Holidays (10 stated and 2 floating holidays).

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.