ParaPlanner

Role Location: First 6 months in the Wakefield, MA office. Then the role will transition to hybrid. 

The Purpose of Your Role:

The Paraplanner will play a crucial role in the financial planning process by providing comprehensive support to our financial advisors and planners. They will assist in the creation of financial plans and recommendations tailored to meet clients' unique needs and goals.

Their responsibilities will revolve around researching financial products, analyzing data, and preparing detailed reports. Their expertise will help ensure that Sentinel’s clients receive well-informed advice and appropriate financial solutions.

The Paraplanner is integral to the success of Sentinel’s financial planning practice, as their expertise will allow our financial advisors to provide clients with well-informed and personalized recommendations.

What you'll bring to Sentinel:

• Licensed Series 65
• Knowledge of financial planning principles, investment strategies, and risk management
• Experience working with individual clients or admin in Wealth Management
• Proficiency in using financial planning software and tools

What you’ll be responsible for:

• Analyze: Analyze investment and insurance products to identify suitable options for clients based on their risk tolerance, financial objectives, and constraints.
• Financial Modeling: Utilize financial planning software to create accurate and detailed financial models. These models incorporate various factors such as income, expenses, assets, liabilities, and retirement projections to develop comprehensive financial plans.
• Plan Preparation: Collaborate with financial advisors to develop personalized financial plans for clients. Ensure the plans align with clients' long-term goals, risk profiles, and financial situations.
• Compliance and Documentation: Maintain up-to-date knowledge of regulatory requirements and compliance standards in the financial industry. Prepare necessary documentation and reports to comply with regulatory guidelines.
• Client Communication: Act as a point of contact for clients, addressing their queries, clarifying financial recommendations, and updating them on the progress of their financial plans.
• Team Collaboration: Work closely with financial advisors, administrators, and other professionals within the organization to ensure smooth and efficient operations.

About you: 

The financial planning industry is ever evolving. We are looking for a Paraplanner who is able to continually adapt their skills and knowledge to best serve the needs of our clients and support the attainment of their financial objectives.

What you need to have:

Preferred qualifications:

• Bachelor’s Degree or equivalent experience
• Proficient and comfortable speaking and presenting in-front of a group
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills to effectively interact with clients and colleagues
• Ability to work independently and as part of a team in a fast-paced environment
• High level of professionalism and ethical conduct in handling sensitive financial information

Nice to haves:

• CFP or in pursuit of CFP
• Proven experience in financial planning, wealth management, or a related role is an advantage

What you’ll be part of:

Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.

At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.

Some of our Benefits:

• PTO (vacation, sick, personal time bank)
• 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 3.75% Employer Match
• Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who we are:

Sentinel Benefits & Financial Group proudly serves more than 3,800 clients throughout the U.S., and for over 35 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 240 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to take a holistic approach to help people prepare for their future health + wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning, we engineer solutions and then continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are. Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).