Current jobs related to Financial Planner - Columbia, Maryland - Sentinel Asset Management LLC

  • Financial Planner

    4 weeks ago

    Columbia, Maryland, United States Sentinel Asset Management LLC Full time

    Job DescriptionSentinel Asset Management LLC is seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will be responsible for providing personalized financial solutions to our clients, helping them achieve their financial goals and secure their financial future.Key Responsibilities:Meet with clients to...

  • Retirement Financial Planner

    2 weeks ago

    Columbia, Maryland, United States Sentinel Asset Management LLC Full time

    Job DescriptionAs a Financial Planner at Sentinel Asset Management, you will be responsible for fostering relationships and educating clients on their financial needs. Your sense of accomplishment will stem from aiding families in their financial pursuits, and this sense will be palpable in every client interaction.Sentinel Asset Management was established...

  • Loan Officer

    3 weeks ago

    Columbia, Maryland, United States Caliver Beach Mortgage, LLC Full time

    Unlock Your Earning Potential as a Loan OfficerAre you a relationship builder with a passion for entrepreneurship? Do you thrive in a fast-paced environment where no two days are the same? If so, we have an exciting opportunity for you to join Caliver Beach Mortgage, LLC as a Loan Officer.About the RoleAs a Loan Officer, you will have the freedom to run your...

  • Loan Originator

    3 weeks ago

    Columbia, Maryland, United States Caliver Beach Mortgage, LLC Full time

    Unlock Your Earning PotentialAre you a seasoned professional with a knack for building strong relationships and driving business growth? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we may have the perfect opportunity for you.About the RoleAs a Loan Officer with Caliver Beach Mortgage, LLC, you'll have the freedom to...

  • Retirement Financial Planner

    2 months ago

    Columbia, United States Sentinel Asset Management LLC Full time

    Job DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2...

  • Retirement Financial Planner

    5 months ago

    Columbia, United States Sentinel Asset Management LLC Full time

    Job DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2...

  • Financial Planning Director

    2 weeks ago

    Columbia, Missouri, United States Make-A-Wish Foundation of America Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Director to join our team at Make-A-Wish America. As a key member of our Finance Team, you will be responsible for developing and implementing financial plans, analyzing financial data, and providing strategic recommendations to support the organization's goals.Key ResponsibilitiesDevelop and...

  • Urban Planner

    1 month ago

    Columbia, South Carolina, United States Town of Summerville Full time

    Job SummaryWe are seeking a highly skilled and motivated Urban Planner to join our team at the Town of Summerville. As an Urban Planner, you will play a critical role in shaping the future of our community by developing and implementing plans and programs for community growth and development.Key ResponsibilitiesAssist the public, developers, and design...

  • PRN Discharge Planner

    1 week ago

    Columbia, United States HCA Full time

    Description Introduction Are you looking for a work environment where diversity and inclusion thrive? Submit your application for our Discharge Planner- BSW - PRN opening with Pinewood Springs today and find out what it truly means to be a part of the HCA Healthcare team. Benefits Pinewood Springs, offers a total rewards package that supports the health,...

  • Strategic Facilities and Infrastructure Planner

    2 months ago

    Columbia, South Carolina, United States Pacific Northwest National Laboratory Full time

    Key Responsibilities Act as the primary liaison for the Campus Planning division, engaging with external stakeholders including contractors, municipal authorities, and various governmental and utility organizations. Contribute to the strategic planning of site, facilities, and infrastructure at PNNL, addressing both immediate and future capability...

  • Hotel Operations Manager

    2 weeks ago

    Columbia, South Carolina, United States Country Inn and Suites Full time

    Job DescriptionJob DescriptionWe are seeking a Hotel Manager to oversee daily operations of our Country Inn and Suites facilities. As the Hotel Manager, you will provide strategic direction for the company and supervise the activities of our diverse workforce.The Hotel Manager will be involved in every aspect of the hotel operations, from dealing with...

  • General Manager

    5 days ago

    Columbia, United States Country Inn and Suites Full time

    Position is for a Hilton branded property Previous hotel management experience required Job Summary We are seeking a positive, friendly, and experienced Hotel Manager to organize and oversee daily operations of our facilities. As the Hotel Manager, you will provide strategic direction for the company and supervise the activities of our diverse workforce. The...

  • Construction Project Supervisor II

    4 weeks ago

    Columbia, South Carolina, United States WSP Full time

    About the OpportunityWSP is seeking a highly skilled Construction Project Supervisor to join our team in Baltimore, MD. As a key member of our PMCM Team, you will be responsible for overseeing the construction of highway, bridge, and pedestrian infrastructure projects that meet current Americans with Disabilities (ADA) standards.Key ResponsibilitiesConsult...

  • Construction Project Supervisor II

    3 weeks ago

    Columbia, South Carolina, United States WSP Full time

    About the RoleWe are seeking a highly skilled Construction Project Supervisor II to join our team at WSP. As a key member of our PMCM Team, you will be responsible for overseeing the construction of highway, bridge, and pedestrian infrastructure projects that meet current Americans with Disabilities (ADA) standards.Key ResponsibilitiesConsult with technical...

  • Construction Project Supervisor I

    3 weeks ago

    Columbia, South Carolina, United States WSP Full time

    About the Role:We are seeking a highly skilled Construction Project Supervisor to join our team at WSP. As a key member of our PMCM Team, you will be responsible for overseeing the construction of highway, bridge, and pedestrian infrastructure projects that meet current Americans with Disabilities (ADA) standards.Key Responsibilities:Consult with technical...

  • Project Manager

    4 weeks ago

    Columbia, South Carolina, United States WSP Full time

    About the RoleWe are seeking an experienced Project Manager to join our team in Columbia, MD. As a Project Manager, you will be responsible for overseeing the construction management team and managing the document control process using Primavera Contract Manager.Key ResponsibilitiesOversee the construction management team consisting of inspectors, document...

  • Cloud Operations Director

    3 weeks ago

    Columbia, South Carolina, United States NASCO Full time

    Cloud Operations DirectorAt NASCO, we're seeking a seasoned Cloud Operations Director to lead our cloud services team. As a key member of our leadership team, you'll be responsible for driving technical excellence and innovation in cloud services, with a strong emphasis on AWS.Key Responsibilities:Build and mentor a high-performing cloud services team to...

  • Senior Environmental Program Manager

    2 months ago

    Columbia, United States Straughan Environmental Inc Full time

    DescriptionWho We AreStraughan Environmental, Inc. is a successful, rapidly growing, woman owned business that provides high quality and cost-effective consulting services to a wide variety of clients in the governmental and private sectors. Straughan is committed to advancing sustainable and resilient communities. We are experts in environmental planning,...

  • Senior Environmental Program Manager

    2 months ago

    Columbia, United States Straughan Environmental Full time

    Who We AreStraughan Environmental, Inc. is a successful, rapidly growing, woman owned business that provides high quality and cost-effective consulting services to a wide variety of clients in the governmental and private sectors. Straughan is committed to advancing sustainable and resilient communities. We are experts in environmental planning, design,...

Financial Planner

2 months ago

Columbia, Maryland, United States Sentinel Asset Management LLC Full time
Job Description

Overview

Sentinel Asset Management LLC is seeking a skilled Financial Planner - Retirement Specialist to join our team. As a key member of our wealth management team, you will be responsible for fostering relationships with clients, educating them on financial stability and freedom, and providing personalized financial solutions.

Key Responsibilities

  • Meet with high-quality prospects to understand their financial needs and convert them into high-quality clients.
  • Conduct seminars to introduce our services and educate clients about suitable service options.
  • Provide personalized financial solutions and maintain strong client relationships.
  • Dedicate a significant portion of working time to sales activities, including prospecting, client meetings, and relationship building.
  • Lead a team consisting of a Paraplanner who manages paperwork, asset transfers, and assists with plan preparation.
  • Maintain compliance with laws, rules, and regulations, and adhere to company policy.

Requirements

  • Active State Life and Health License is a must.
  • Possession of a Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment).
  • Prior experience in wealth or financial planning, advising, or life and/or annuity sales.
  • Strong ability to identify and engage with high-quality prospects with investable assets ranging from $500k to $12M+.
  • Self-motivated and driven to exceed sales targets and earn substantial income.
  • Ability to work flexible hours, including evenings for seminars and client meetings.
  • Strong public speaking skills and ability to lead seminars.
  • Embrace the value of a team environment and display respect, compromise, and attentiveness to teammates and clients.

About Sentinel Asset Management LLC

Sentinel Asset Management LLC is dedicated to guiding clients through their financial lives. Our expertise lies in crafting customized portfolios that align with investment goals, tax considerations, income needs, and risk tolerance. We prioritize transparency, attention to detail, and responsiveness to our clients' needs.

Candidates with experience in wealth or financial planning, advising, or life and/or annuity sales are great fits for this role.