Financial Planner

Sentinel Group; West Lebanon (NH); Remote; USD 70,000 - 90,000; Full time

Job summary

Join a leading financial services firm as a financial planner, where you will educate clients about their retirement plans and help them achieve their financial goals. This role requires strong interpersonal skills and a commitment to offering fiduciary guidance. Ideal candidates will have a Bachelor's degree and relevant financial licenses.

Benefits

PTO and Flexible Time Off

12 Paid Holidays

Community Volunteer Days

Medical, Dental, Vision Insurance

Retirement Plan with Employer Match

Parental Leave

Qualifications

• Proven ability to lead, train, and motivate.
• Knowledge of mutual funds and retirement planning.
• Ability to simplify complex financial matters.

Responsibilities

• Engage and educate retirement plan participants.
• Drive revenue growth through consultative selling techniques.
• Support new sales and market development initiatives.

Skills

Communication

Planning / Organizing

Professionalism

Quality

Customer Focus

Education

Bachelor's degree

Tools

Microsoft Office

Job description

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, healthcare planning, and 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, patience, 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 personal questions about the plan or 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.
• Drive revenue growth within assigned book of business through consultative selling techniques, including 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 with outgoing personalities who are comfortable meeting, building, and networking relationships.
• Innovative thinkers with an entrepreneurial spirit, customer focus, drive, determination, and strong character to challenge the status quo.
• Adaptable to industry changes and willing to embrace change.

Preferred qualifications :

• Proficient in Microsoft Office applications.
• ERISA and retirement plan knowledge (or interest in obtaining).
• Bachelor’s degree.
• FINRA Series 6 or 7, 63, and 65 or 66 licenses.
• Life, Accident & Health licenses.
• Nice to haves: 3+ years of experience, CFP designation or interest, 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, supported by caring people.
• Recognized as a Top Place to Work and a Top Workplace USA Award recipient.
• We welcome diverse experiences, backgrounds, and perspectives.

Even if you don’t meet every requirement, consider applying if you like what you see. Our priority is talented individuals who enrich our team culture, contribute enthusiastically, and are passionate about their work. Sentinel is an equal opportunity employer and welcomes everyone. If you need reasonable adjustments during the application or interview process, please let us know.

Some of our Benefits :

• PTO (vacation, sick, personal time bank), FTO (Flexible time off) after 2 years of service.
• 12 Paid Holidays (including 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 serves nearly 5,000 clients nationwide, with a 35+ year history of positive impact.
• Average associate tenure is 9 years among 265 professionals.
• Our commitment is to make benefits easy for your people, your business, and you.
• Our goal is to help companies and employees prepare for future health, wealth, and retirement needs.
• We offer retirement plans, health insurance, reimbursement accounts, and financial planning.
• Recognized as a top employer and adviser of the year.