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Wealth Management Advisor

2 months ago

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

Role Overview:

We are seeking a distinguished financial planning expert to spearhead new business initiatives and play a vital role within our financial advisory team. Our financial advisors are recognized for providing fiduciary advice to our private clientele. Their proficiency encompasses all facets of financial planning, including investment strategies, insurance solutions, and aligning with our clients' short- and long-term objectives to enhance their financial well-being.

Filling this essential position is crucial to Sentinel's expansion strategy, and the ideal candidate will have demonstrated excellence among a select group of top-tier financial professionals in the industry.

Our financial advisory team operates under a fiduciary standard. We do more than offer investment insights; we prioritize understanding our clients' financial aspirations and addressing their concerns. The right candidate will possess the capability to lead, mentor, and inspire both peers and clients.

Key Qualifications:
  • Planning/Organizing - Effectively prioritizes and organizes work tasks, utilizing time efficiently.
  • Professionalism - Engages with others tactfully, remains composed under pressure, treats others with respect, and fulfills commitments.
  • Quality - Exhibits accuracy and thoroughness in work.
  • Strong sense of urgency and accountability; results-driven.
  • Team-oriented; prioritizes team success over individual achievement.
  • Comprehensive knowledge of mutual funds, retirement planning, healthcare strategies, and a commitment to continuous learning in these areas, with the ability to communicate complex subjects clearly.
  • Ability to collaborate effectively or work independently, demonstrating patience and a passion for both sales and service.
Responsibilities:
  • Engage and educate Sentinel's retirement plan participants to ensure they fully comprehend the retirement plan and make informed decisions.
  • Assist participants in preparing for the financial aspects of retirement.
  • Present the retirement plan offerings through group meetings at client organizations.
  • Conduct one-on-one meetings with participants to address personal inquiries regarding the plan or other financial matters.
  • Facilitate webinars to communicate plan details when appropriate.
  • Establish personal relationships with participants.
  • Translate retirement planning concepts into easily understandable terms.
  • Utilize consultative selling techniques to drive revenue growth within the assigned portfolio, including life insurance, long-term care, and disability insurance.
  • Support new sales and market development initiatives.
  • Demonstrate a thorough understanding of Sentinel's products and services.
  • Proactively keep supervisors informed of significant activities with assigned clients.
  • Office environment; travel may be required.
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, customer-centric focus, determination, and the character to challenge conventional practices. Our industry is constantly evolving, and we value candidates who are adaptable and open to change.

Preferred Qualifications:
  • Proficient in Microsoft Office applications.
  • 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'll Be Part Of:

Our team is deeply committed to our organization. We strive to be 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 applications from all qualified candidates, 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 individuals from all walks of life to our team. If you require reasonable adjustments during the application or interview process, please inform us.

Benefits:
  • 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 diverse clientele 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 team's commitment to exceptional service has established Sentinel as a leader in simplifying benefits for businesses and their employees.

Our ultimate goal is to assist companies and their employees in preparing for their future health, wealth, and retirement needs through comprehensive financial planning and benefit solutions. Our in-house experts and their dedication to excellence define our identity.