Retirement Financial Planner

4 weeks ago

Columbia, United States Sentinel Asset Management LLC Full time
Job DescriptionJob Description

  • Compensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential
  • Location: Columbia, Maryland (Onsite work required). Relocation assistance is available
  • Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.
  • Job Type: Full-time W-2 position
  • Benefits:
    • 401(k) with 4% match
    • All leads are provided and seminars are filled for you
    • Hands-on comprehensive training and development
    • Administrative support with a dedicated Paraplanner (PP)
    • Flexible work-life balance
    • All overhead costs covered by SAM (marketing, office expenses, admin support, setting up seminars, etc.)
    • Family-oriented environment

Retirement Financial Planner Summary:

As a Financial Planner at Sentinel Asset Management, you're dedicated to fostering relationships and educating clients on what truly matters to them – financial stability and freedom. Your sense of accomplishment stems from aiding families in their financial pursuits, and this sense is palpable in every client interaction.

Sentinel Asset Management was established with the mission to guide clients across all aspects of their financial journeys. Our tailor-made programs aim to expand, safeguard, and preserve clients’ wealth through unmatched personalized service and expertise.

Retirement Financial Planner Responsibilities:

  • Meet with High-Quality Prospects (HQP) with a portfolio ranging from $500k to $12M+, understand their financial needs, and convert them into High-Quality Clients (HQC). The average client portfolio has $1.6mm in investable assets.
  • Conduct seminars with potential clients (filled through SAM's marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings.
  • Employ your public speaking prowess to effectively educate clients about the most suitable service options.
  • Serve HQCs by providing personalized financial solutions and maintaining strong client relationships.
  • Dedicate 80%+ of working time to sales activities, including prospecting, client meetings, and relationship building.
  • Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team.
  • Lead a team consisting of a Paraplanner (PP) who manages paperwork, asset transfers, and assists with plan preparation.
  • Maintain compliance with laws, rules, and regulations, and adhere to company policy, considering risk appropriately in business decisions to safeguard the firm's reputation, assets, and clients.

Retirement Financial Planner Requirements:

  • Active State Life and Health License is a must.
  • Possession of a Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment).
  • Prior experience in wealth or financial planning, advising, or life and/or annuity sales.
  • Strong ability to identify and engage with High-Quality Prospects (HQP) with investable assets ranging from $500k to $12M+.
  • Self-motivated and driven to exceed sales targets and earn substantial income (W2 income potential of $250k - $1mm+ based on performance).
  • Ability to work flexible hours, including 2 - 4 evenings per week for seminars, mandatory Friday office meetings, and to accommodate client availability.
  • Your strengths lie in relationship-building; you're an adept communicator with professional enthusiasm and genuine compassion for every client you serve.
  • Strong public speaking skills, as you'll be leading seminars.
  • Embrace the value of a team environment, displaying respect, compromise, and attentiveness to teammates and prospective clients' needs.
  • Self-driven, punctual, organized, and structured in managing your day, allowing for effective evening seminar scheduling.
  • Outstanding organization and attention to detail, maintaining focus and efficiency at all times.
  • Exceptionally self-aware, with an innate ability to discern client needs and read the room effectively.

Why Join Sentinel Asset Management:

Sentinel Asset Management's purpose is to comprehensively guide clients through their financial lives. Our expertise lies in crafting customized portfolios that align with investment goals, tax considerations, income needs, and risk tolerance. Our holistic approach encompasses retirement, wealth, tax, estate planning, legacy strategy, financial analysis, and more. We're dedicated to nurturing, protecting, and growing our clients' wealth, fostering unparalleled personalized service and expertise.

Our clients' success remains our paramount concern. We create the financial stability and security essential for achieving financial independence. Our commitment to long-term performance and stability supersedes short-term gains. We embody our beliefs and values, practicing the virtues necessary to uphold them. We prioritize transparency, attention to detail, and responsiveness to our clients' needs.

Candidates with experience in these roles are great fits for this job:

  • Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more

  • Retirement Financial Planner

    3 months ago

    Columbia, United States Sentinel Asset Management LLC Full time

    Job DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2...

  • Retirement Strategy Advisor

    1 week ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is dedicated to providing exceptional financial guidance and support through a collaborative team environment.Position OverviewWe are seeking a full-time Financial Advisor who will engage with clients in the Greenville-Spartanburg-Anderson area. This hybrid role offers the flexibility of remote work while...

  • Retirement Solutions Consultant

    1 week ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is a dynamic organization that fosters a collaborative environment among its dedicated team members.Position OverviewWe are seeking a full-time Financial Advisor who will operate in a hybrid capacity, allowing for a blend of in-office and remote work. This role is pivotal in delivering tailored financial...

  • Financial Planner

    2 weeks ago

    Columbia, United States Find Great People | FGP Full time

    We are seeking a Financial Planner for a wealth management company in Columbia, SC. This is a full time, permanent position with benefits. The ideal candidate will have previous experience in the financial services industry and have strong attention to detail. Responsibilities: Maintain and manage client relationships Provide planning, advisement, insurance...

  • Financial Planner

    4 weeks ago

    Columbia, United States Find Great People | FGP Full time

    We are seeking a Financial Planner for a wealth management company in Columbia, SC. This is a full time, permanent position with benefits. The ideal candidate will have previous experience in the financial services industry and have strong attention to detail. Responsibilities: Maintain and manage client relationships Provide planning, advisement, insurance...

  • Financial Planner

    4 weeks ago

    Columbia, United States Find Great People | FGP Full time

    We are seeking a Financial Planner for a wealth management company in Columbia, SC. This is a full time, permanent position with benefits. The ideal candidate will have previous experience in the financial services industry and have strong attention to detail. Responsibilities: Maintain and manage client relationships Provide planning, advisement, insurance...

  • Client Financial Advisor

    1 week ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is a collaborative team dedicated to providing exceptional financial guidance.Position OverviewThis is a full-time hybrid opportunity for a Financial Advisor, offering the flexibility of remote work. The selected candidate will deliver tailored financial strategies, engage in comprehensive financial...

  • Financial Planning Specialist

    1 week ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is a well-established firm dedicated to providing comprehensive financial solutions.Position OverviewWe are seeking a full-time hybrid Financial Advisor to join our dynamic team. This role offers flexibility for remote work while serving clients in the Greenville-Spartanburg-Anderson area. The Financial...

  • Financial Planner

    1 week ago

    Columbia, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Planner

    3 weeks ago

    Columbia, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Financial Planner

    2 weeks ago

    Columbia, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Wealth Management Advisor

    1 week ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is dedicated to providing exceptional financial guidance and support. Our team operates within a collaborative environment, emphasizing a culture of growth and development.Position OverviewWe are seeking a full-time Financial Advisor to join our team, offering a hybrid work model that allows for flexibility....

  • Wealth Management Advisor

    1 week ago

    Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

    Company OverviewAmeriprise Financial Services, LLC is a distinguished organization that prides itself on its collaborative environment and commitment to client success.Position OverviewWe are seeking a dedicated Financial Advisor to join our team in a full-time hybrid capacity. This role offers the flexibility of remote work while being part of a vibrant...

  • Wealth Planner

    2 weeks ago

    Columbia, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Senior Financial Analyst

    1 week ago

    Columbia, Maryland, United States Creative Financial Staffing Full time

    Senior Financial Analyst - Competitive Salary + IncentivesPosition Overview: Are you an accomplished and knowledgeable Accountant seeking a new challenge in the rapidly evolving technology and software healthcare sector? Our esteemed client is offering an exciting opportunity for a Senior Financial Analyst to become part of their dynamic startup team. This...

  • Financial Representative

    2 weeks ago

    Columbia, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Retirement Education Specialist

    1 month ago

    Columbia, United States ValuTeachers Full time

    Job DescriptionJob Description$65,000+ a year - Full-time, Contract, Full CommissionValuTeachers is a leader in their niche market. Founded by a former educator, we are mission driven and focused on helping school employees retire with financial dignity. We believe in providing solid retirement education to the school employees who serve and educate our...

  • Financial Representative

    3 weeks ago

    Columbia, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Lead Financial Planning Analyst

    3 days ago

    Columbia, Maryland, United States Office of the Chief Financial Officer Full time

    Office of the Chief Financial Officer (OCFO)Position: Senior Budget AnalystSalary: $103,133,559.00The Office of the Chief Financial Officer (OCFO) is dedicated to enhancing the fiscal and financial stability, accountability, and integrity of the Government of the District of Columbia. We are currently seeking a Senior Budget Analyst to join our team. This...

  • Financial Services Representative

    3 weeks ago

    Columbia, United States Fidelity Investments Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...