Investment Advisor Enrolled Agent

Company: Sentinel Asset Management LLC
Location: Hartford
Posted on: November 22, 2022

Job Description:

*We are growing and looking for top talent!*

As an *Paraplanner*, _you are essential for our growth_ and _*we will invest in your career with proper training in every aspect *_of financial planning as well as strategy for obtaining new clients.

Sentinel Asset Management, LLC. (SAM) is a comprehensive financial services firm committed to assisting individuals and organizations to ensure long-term financial success. We specialize in creating custom-tailored portfolios, based on a client's investment goals, income needs, tax situation, and tolerance for risk.

This position is based in the existing Wallingford, Connecticut office and the candidate must be able to travel locally for hosted seminars and events as well as outside of state quarterly for continued training.

*You can expect: $50,000.00 per year plus bonuses.*

*Minimum Requirements: *

* College degree preferred
* 1-3 years of financial services experience
* Mandatory prior to employment; Life Insurance
* Strong organizational, prioritization, interpersonal and management skills
* Strong analytical and problem solving skills for customizing client portfolios
* Excellent verbal and written communication skills
* Ability to host planned seminars to educate and build new client base

*Responsibilities: *

* Conduct monthly educational seminar/workshops
* Meet with new clients on a regular basis to review and maintain custom investment strategy
* Assist clients with all phases of the financial planning process and
* implementation
* Provide financial planning advice to include investment, insurance and
* retirement to prospects covering tax management, asset management, risk management, estate planning and legacy planning
* Keeping detailed client notes in CRM system
* Assist with planning and participate in client appreciation events.

*Benefits: *

* PTO
* 50,000 base salary and Bonuses
* 401 K & matching
* Company vacations
* Company bonuses
* Casual work attire
* Occasional Fridays off

Job Type: Full-time

Pay: From $50,000.00 per year

Schedule:
* 8 hour shift
* Day shift
* Monday to Friday

COVID-19 considerations:
CDC Compliant

Education:
* High school or equivalent (Preferred)

Experience:
* Customer service: 1 year (Preferred)

License/Certification:
* life and health insurance license (Preferred)

Work Location: Multiple Locations%58047475%

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