Wealth Management Advisor

1 week ago

New York, New York, United States Sentinel Benefits & Financial Full time
Location Note: This is a remote position for candidates based in New York or New Jersey.

Role Overview:

We are seeking a distinguished financial planning expert to drive new business initiatives and play a vital role within our financial advisory team. Our financial planners are recognized for providing fiduciary advice to our esteemed private client group. Their proficiency encompasses all facets of financial planning, including investment strategies, insurance solutions, and aligning with our clients' short and long-term financial aspirations, ultimately aiding them in achieving financial wellness.

Filling this pivotal position is essential to Sentinel's growth strategy, and the ideal candidate will have demonstrated excellence among a select group of elite financial professionals in the industry.

Our financial planning team operates under a fiduciary standard. We go beyond mere investment guidance; we prioritize understanding our clients' financial objectives and addressing their concerns. The right candidate will possess the capability to lead, mentor, and inspire both peers and clients.

Key Qualifications:
  • Effective Planning and Organization - Prioritizes tasks and manages time efficiently.
  • Professional Demeanor - Engages with others tactfully, remains composed under pressure, and honors commitments.
  • Attention to Detail - Exhibits precision and thoroughness in work.
  • Strong Accountability - Results-driven with a sense of urgency.
  • Collaborative Spirit - Prioritizes team success over individual achievements.
  • Comprehensive Knowledge - Deep understanding of mutual funds, retirement strategies, healthcare planning, and a commitment to continuous learning.
  • Independent and Team-Oriented - Capable of working autonomously or collaboratively, with a passion for both sales and service.
Responsibilities:
  • Engage and educate retirement plan participants to ensure they comprehend the retirement offerings and make informed decisions.
  • Assist participants in preparing for the financial dimensions of retirement.
  • Facilitate group meetings to communicate the retirement plan offerings at client companies.
  • Conduct one-on-one sessions with participants to address personal inquiries regarding the plan or other financial matters.
  • Host webinars to disseminate information about the plan when suitable.
  • Build and nurture personal relationships with participants.
  • Simplify complex retirement planning topics for better understanding.
  • Utilize consultative selling techniques to drive revenue growth within the assigned portfolio, including life insurance and long-term care products.
  • Support new sales initiatives and market development efforts.
  • Demonstrate a solid understanding of Sentinel's product features and benefits.
  • Keep supervisors informed of significant activities with assigned clients.
  • Work in an office environment with potential travel requirements.
About You:

We are looking for natural leaders with outgoing personalities who excel at building and nurturing relationships. We seek innovative thinkers who can propel our business forward—individuals with an entrepreneurial mindset, a customer-centric approach, determination, and the character to challenge conventional norms. Our industry is continuously evolving, and we value flexibility and a willingness to embrace change.

Preferred Qualifications:
  • Proficiency in Microsoft Office Suite.
  • Knowledge of ERISA and retirement plans (or a willingness to acquire this knowledge).
  • Bachelor's degree.
  • FINRA Series 6 or 7, 63 and 65 or 66.
  • Life Accident & Health licenses.
Desirable Attributes:
  • 3+ years of relevant experience.
  • CFP designation or interest in pursuing it.
  • Familiarity with financial planning software such as eMoney Advisor.
What You Will Be Part Of:

Our organization values its people. We are committed to being the best in our industry and within our company. Being part of Sentinel means being part of something exceptional.

Sentinel has been recognized as a Top Place to Work and has received multiple awards for workplace excellence.

At Sentinel, we embrace diverse experiences, backgrounds, and perspectives. We encourage all qualified candidates to apply, even if they do not meet every single requirement. Our priority is to find the brightest talent that enhances our team culture and contributes positively to our mission.

Sentinel is an equal opportunity employer and welcomes all individuals to our team. If you require reasonable adjustments during the application or interview process, please inform us.

Benefits Overview:
  • Unlimited PTO after two years of service.
  • 12 Paid Holidays (10 designated and 2 floating).
  • 2 Community Volunteer Days.
  • 5 Summer Half Days.
  • Comprehensive Medical, Dental, and Vision coverage.
  • Life Insurance.
  • Long-Term and Short-Term Disability Insurance.
  • Retirement Plan with a 3.75% Employer Match.
  • Parental Leave.
Our Mission:

Sentinel Group proudly serves a vast client base across the U.S. For over 35 years, we have been dedicated to positively impacting the lives of our employees, clients, and community. With a strong average associate tenure, our commitment to service excellence has established Sentinel as a leader in providing straightforward benefits solutions.

Our ultimate aim is to assist companies and their employees in preparing for their future health, wealth, and retirement needs through our comprehensive offerings. Our in-house experts and their dedication to excellence define our organization.

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