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Paraplanner

Company: Sentinel Asset Management LLC
Location: Prospect
Posted on: September 25, 2022

Job Description:

As a Paraplanner with Sentinel Asset Management, you are in the business of building relationships and educating clients on what really matters to them - Financial stability and freedom! You take great pride and satisfaction in knowing that you've helped families with their financial needs, and that is conveyed in every interaction you have with our Financial Planning team and our clients.SAM was founded with the goal of assisting its clients in every aspect of their financial lives. Our customized programs are designed to grow, protect, and conserve our clients' wealth by delivering an unprecedented level of personalized service and expertise.
Job Location

  • In-office at 1062 Barnes Road Suite 107, Wallingford, CT 06492
    Compensation Range
    • $50k + bonus
      More About You
      • You're a self-driven planner; Naturally punctual, organized, and structured with your day!
      • Experience working in Life Insurance is a plus, but not required!
      • You understand and appreciate the fact that a team environment is both productive and efficient, and have the ability to compromise, show respect to others and listen to the needs of your teammates and prospective clients.
      • Organization and attention to detail are two of your strong suits! Nothing gets by you, and your focus and drive keep you on track all the time.
        What You Will Do
        • Preparing advice documents for Planners to present to clients
        • Provide administrative support to Planners and Client Support in the preparation of advice (eg. insurance quotes, additional research information)
        • Liaise with Senior Paraplanners and Financial Planners to determine strategic outcomes to be demonstrated in advice documents
        • Adhering to budgets for produced documents
        • Ensure turnaround times and deadlines are appropriately managed
        • Research existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document. Eg. product comparisons, insurance analysis and quoting, contacting funds for information
        • Prepare advice in accordance with Best Interest Duty obligations and procedures
        • Ensure advice is prepared in accordance with our licensee policies and guidelines
          Benefits
          • 401k with Employer Match!
          • Great work-life balance!
          • Hands-on training and development!
            #a

Keywords: Sentinel Asset Management LLC, New England , Paraplanner, Other , Prospect, Northeast

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