Financial Planner
1 week ago
We are seeking a highly accomplished financial planner professional to join our team at Sentinel Group. As a key member of our financial planning team, you will be responsible for developing new business and providing fiduciary guidance to our private client group.
Your expertise will support all aspects of financial planning, including investment strategy, insurance, and aligning with our clients' short and long-term goals. You will work in a fiduciary capacity, taking the time to understand our clients' financial goals and concerns.
The successful candidate will have demonstrated a proven track record of offering fiduciary guidance and have the ability to lead, train, and motivate their peers and clients.
Key Responsibilities- Engage and educate Sentinel's retirement plan participants on the retirement plan and its benefits.
- 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.
- 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.
We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. You should be an innovative thinker who can drive our business forward and have an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo.
We value flexibility and a willingness to adapt to change. Our ideal candidate will have a strong sense of urgency and accountability, with a results-oriented approach.
Preferred Qualifications- 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.
- 3+ years of experience.
- CFP designation or interest in obtaining.
- Familiarity with programs such as eMoney Advisor.
We are a company with a mission to be the best in our industry and best within our company. We value our people and strive to create a positive work environment. We are committed to making a difference in the lives of our people, our clients, and our community.
We are proud to have been recognized as a Top Place to Work in 2020 by The Boston Globe and a Top Workplace USA Award winner in 2021, 2022, and 2023 by Energage.
We are an equal opportunity employer and welcome everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
Benefits- PTO (vacation, sick, personal time bank) - unlimited FTO 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.
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