Retirement Plan Advisor

4 weeks ago

Wakefield, United States Sentinel Group Full time

Location Note: This a hybrid role for our Wakefield, MA office

The Purpose of Your Role:

Do you want to work for a company that care about their people, and where people truly make a difference? We have an opportunity for an investment advisory professional to be a critical contributor to our retirement plan advisory business.

Filling this critical role is an integral part of Sentinel’s client service strategy and the successful candidate will have demonstrated that they have experience working directly with retirement plan sponsors in the areas of investment oversight and fiduciary governance. 

Our Advisors have a proven track record of offering best practice fiduciary guidance and exceptional client service to retirement plan sponsors.  Their expertise supports all aspects of defined contribution (401k, profit sharing, 403b, etc.) plan management, including investments, plan health, plan design, compliance, pricing, service provider due diligence, and financial wellness.  Non-qualified and defined benefit plan experience as it relates to cash balance plans and traditional pension plans is also helpful, but not required.

What you'll bring to Sentinel:

  • An ability to demonstrate an understanding of fiduciary responsibilities as they relate to retirement plans and the importance of the prudent process
  • Deliver excellent service to drive a high degree of client satisfaction and loyalty
  • Ability to find opportunities to cross sell and increase revenue opportunities within your client base
  • A passion for consulting and connecting with clients
  • An entrepreneurial spirit and willingness to embrace change
  • Knowledge of our client's businesses and relating to their concerns. 
  • Retaining and growing our advisory business by establishing/developing relationships with current and prospective clients and centers of influence

What you’ll be responsible for:

  • The ability to understand our clients’ businesses and relate to their concerns. Following industry best practices for fiduciary governance when advising clients. 
  • Handling client’s retirement plan goals and recommend adjustments as needed to  ensure that each plan is achieving the desired objective.  
  • Responsible for developing and managing key client relationships
  • Perform fee benchmarking, ERISA regulatory compliance, to monitoring investments and tracking plan performance.
  • Easily establish relationships with Sentinel Associates across the organization to understand the products and services/solutions Sentinel offers and foster interdepartmental collaboration.
  • Appropriately identify business opportunities/best-fit solutions for existing and prospective advisory clients.
  • Serve as day-to-day contact for 50+ institutional retirement plan advisory clients, across various client segments – responsibilities include, but are not limited to: (1) fiduciary and regulatory oversight for assigned plans; (2) coordination/execution of fiduciary governance meetings with retirement plan committees and plan trustees; (3) implementation/execution of investment policy; (4) documentation of process/decisions/meetings and timely execution of approved changes; (5) periodic review of retirement plan goals and plan design; and (6) ongoing client service.
  • Maintain professional and technical knowledge by attending educational workshops and conferences, reviewing professional publications, establishing personal networks, participating in professional network associations, and applying best practices to client and prospects.

About You:

We are looking for natural leaders, who have outgoing personalities and are not afraid to initiate, build and cultivate relationships. We are looking for innovative thinkers to drive our business forward; someone with an entrepreneurial spirit, client-first 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.

What you need to have:

Preferred qualifications:

  • Knowledge of/interest in retirement, advisory, and ERISA compliance services
  • 7+ years of experience working with qualified retirement plans/institutional investors
  • FINRA Licensed (Series 65 required)
  • Excellent organizational, communication and presentation skills
  • Diligent follow-up skills
  • Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages

What you’ll be part of:

Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.           

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021 & 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.

At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that 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 the brightest talent that can add to our team culture, those who actively contribute and who are excited 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:

  • 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 3.75% Employer Match
  • Parental Leave

See What We Stand For:

Who we are:

Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. 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).

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