Financial Wellness Educator

6 days ago

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $70k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis

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Sentinel Group

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Sentinel Group is a financial planning service that assists individuals, employers, and financial professionals in organizing and managing finances for various life events. Their services include budgeting, retirement planning, debt management, and life insurance, providing clients with tools and resources to achieve financial wellness. They also offer educational webinars to help individuals understand and improve their financial health.

Group Benefits • Retirement Plans • Investment Advice • Financial Services

201 - 500 employees

Founded 1987

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• Explain complex financial topics in both group and individual settings • Attend fiduciary review meetings with Plan Advisors to provide information on market and investment performance and develop an education strategy with plan sponsors • Conduct group educational seminars and 1:1 reviews throughout the year on various topics designed to ensure the holistic financial success of plan participants • Identify quality opportunities for individual business and refer to them to Financial Planners as appropriate • Provide education on various financial planning topics with a focus on strategies that address retirement planning • Ensure participants make informed decisions for their situation and utilize their workplace retirement plan to the fullest extent possible • Retain institutional business and create cross selling opportunities by providing best in class educational service to advisory clients • Partner with Marketing to create and conduct webinars and blog content for clients and prospects • Support new sales and market development initiatives • Exhibit understanding of key features and benefits of Sentinel’s products and services • Stay informed of retirement planning subject matter and investment requirements and products • Proactively keep supervisor informed of key activities with assigned clients • Up to 50% travel may be required to clients

🎯 Requirements

• Communication – able to respond and exchange ideas clearly and effectively through writing, speaking, and presentations • Proficient in Microsoft Office applications • Knowledge and full understanding of capital markets, investment products, retirement & financial planning, and a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms • ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge) • FINRA Series 65 (or interest in obtaining/ability to obtain)

🏖️ Benefits

• PTO (vacation, sick, personal time bank) • FTO (Flexible time off for vacation, sick, and personal time) 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 4% Employer Match • Parental Leave