Financial Planner

Sentinel Group•New York, NY

1d•$55,000 - $80,000•Remote

About The Position

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.

Requirements

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
Office environment, up to 50% travel may be required.
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.
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

Responsibilities

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

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