Retirement Financial Planner

5 months ago

Bloomingdale DC United States Sentinel Asset Management LLC Full time

 

 

  • 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:

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