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Retirement Plan Advisor

Sentinel Benefits & Financial Group

in Bingham Farms MI

Sentinel Benefits & Financial Group

Department: Retirement Plan Advisory Services                                     

Reports To: SVP, Retirement Plan Advisory Services

Location: Bingham Farms, MI


The Purpose of the role:

We are offering an investment advisory professional the opportunity to be a critical contributor to our retirement plan advisory business in the Detroit area. Our Advisors have a proven track record of offering best practice fiduciary guidance and exceptional client service to retirement plan sponsors.  Their expertise supports all aspects of defined contribution (401k, profit sharing, 403b, etc.) plan management, including investments, plan health, plan design, compliance, pricing, service provider due diligence, and financial wellness.  Non-qualified and defined benefit plan experience as it relates to cash balance plans and traditional pension plans is also helpful, but not required.

Filling this critical role is an integral part of Sentinel’s client service strategy and the successful candidate will have demonstrated that they have experience working directly with retirement plan sponsors in the areas of investment oversight and fiduciary governance.  An ability to demonstrate an understanding of fiduciary responsibilities as they relate to retirement plans and the importance of prudent process is critical for the successful candidate.  

The right candidate not only has the expertise and experience needed, but also demonstrates their ability to be part of a team and engage with peers and clients with a high level of professionalism.

Our Retirement Plan Advisory team works with retirement plan sponsors in a fiduciary capacity. We do more than provide investment expertise, plan management resources and 3(21) and 3(38) advisory services—we take the time to understand our clients’ businesses and relate to their concerns. Our independent team of credentialed investment advisors follows industry best practices for fiduciary governance when advising clients. As a CEFEX-certified firm, Sentinel Pension Advisors undergoes a rigorous, annual audit to ensure we are doing the job right for our clients. From due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, our fiduciary governance services help manage fiduciary risk for our clients while improving overall plan performance for plan participants.

The Expertise we’re looking for:

  • A passion for consulting and connecting with clients
  • An active listener who provides solutions to address their clients’ challenges
  • A sincere interest in working within/learning the financial services industry
  • An entrepreneurial spirit and willingness to embrace change
  • Ability to develop and maintain relationships with colleagues, clients, and external partners

The Behaviors that you bring:

  • Integrity – Your customer-centric attitude and commitment to doing what is right for our clients and their participants.
  • Expertise – You are a team player and continuous learner. You share your knowledge with your team, embrace new learning opportunities, and search for ways to improve our operations.
  • Empowerment – You demonstrate organizational skills, the ability to manage priorities, deadlines, and troubleshoot issues independently.
  • Excellence – Your detail-oriented approach leads to quality results for our clients and your communication skills allow you to communicate effectively with clients and internal team members.
  • Innovation – You learn quickly, collaborate with others, and share your ideas for improving our client experience.

The Excellence you deliver:

  • Easily establish relationships with Sentinel Associates across the organization to understand the products and services/solutions Sentinel offers and foster interdepartmental collaboration.
  • Retain and grow advisory business by establishing/developing relationships with current and prospective clients.
  • Serve as day-to-day contact for 50+ institutional retirement plan advisory clients, across various client segments – responsibilities include, but are not limited to: (1) fiduciary and regulatory oversight for assigned plans; (2) coordination/execution of fiduciary governance meetings with investment committee and plan trustees; (3) implementation/execution of investment policy; (4) documentation of process/decisions/meetings and timely execution of approved changes; (5) periodic review of retirement plan goals and plan design; and (6) ongoing client service.
  • Appropriately identify business opportunities/best-fit solutions for existing and prospective advisory clients.
  • Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, participating in professional network associations, and applying best practices to client and prospects.

About You:

We are looking for natural leaders, who have outgoing personalities and are not afraid to initiate, build and cultivate relationships. We are looking for innovative thinkers to drive our business forward; someone with an entrepreneurial spirit, client-first focus, drive, determination and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

Education, Skills and Experience:

  • Bachelor’s degree from an accredited college or university
  • Knowledge of/interest in retirement, advisory, and compliance services
  • 5-7 years of experience working with qualified retirement plans
  • FINRA Licensed (Series 65)
  • Excellent organizational, communication and presentation skills
  • Diligent follow-up skills
  • Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages

Our Company:

Sentinel Benefits & Financial Group proudly serves more than 3,500 clients throughout the U.S., and for 30 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 thought leader we are today. We have offices located in Wakefield, MA, Bingham Farms, MI, Melville, NY and New York, NY.

We’re looking for dynamic individuals, self-starters and team players to join our team. Recognized as one of the largest employee benefits firms in Massachusetts (Boston Business Journal), a top 100 retirement plan adviser (PLANADVISER Magazine), and the 2016 recipient of the Best-in-Retirement Business IMPACT Award™ by Charles Schwab, our in-house experts—and their commitment to excellence—define who we are.

Our Culture:

Our people care about our organization. We are a company with a mission to be the best in our industry. Being part of this company means that you are part of something special. Sentinel Benefits & Financial Group offers paid vacation, 9 Holidays and 2 floating holiday, company sponsored medical and dental insurance, life insurance, AD&D, short and long-term disability, 401(k) Plan and free parking. Sentinel Benefits & Financial Group is an Equal Opportunity Employer.

For further information, please check us out at

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