Wealth Strategist

6 days ago

Troy, Michigan, United States Sentinel Group Full time
About Sentinel Group
Sentinel Group is committed to delivering exceptional results for our clients. With a team of dedicated professionals, we provide comprehensive benefits solutions tailored to meet the unique needs of our clients. Whether it's through retirement plans, group health insurance, or financial planning, we're dedicated to helping our clients achieve their goals.

We're currently seeking an experienced Financial Planner to join our team. As a key member of our financial planning team, you'll be responsible for developing new business, providing fiduciary guidance to our private client group, and supporting all aspects of financial planning. Your expertise will help our clients navigate the complexities of financial planning and achieve their long-term goals.

This is a remote role for candidates based in New York or New Jersey, requiring up to 50% travel. If you're a results-driven professional with a passion for delivering exceptional results, we encourage you to apply.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for our clients, taking into account their unique goals and objectives.
  • Provide expert guidance on investment strategy, insurance, and retirement planning.
  • Work closely with our client's internal teams to ensure seamless implementation of our recommendations.
  • Communicate complex financial concepts in a clear and concise manner to our clients and stakeholders.
  • Stay up-to-date with industry trends and developments, applying this knowledge to enhance our clients' financial well-being.

Salary Range:$50,000-$80,000 base depending on experience. Additional commission opportunities through sales available as well.

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