What are the responsibilities and job description for the Financial Advisor position at Sentinel Asset management?
Most advisor roles have you building clients from scratch. At Sentinel, seminars are filled, and leads are provided — your job is to walk in, build trust, and close. If you have the skills and the discipline to follow a system that works, this is where you build a career.
About the Role
You'll educate prospects (many 59 , with $1M in assets) through a two-meeting process: discovery first, then a structured plan and close. From there, you're their advisor for life — annual reviews, ongoing trust, long-term relationships.
What You'll Do
- Lead or support seminars that build Sentinel's credibility with prospects
- Run first meetings focused on discovery and listening, not pitching
- Present structured financial plans and guide clients to a confident decision
- Maintain relationships through annual reviews and proactive communication
- Document meetings to firm and regulatory compliance standards
- Manage 2–3 client meetings per day once fully ramped
What We Provide
- All leads provided and seminars filled for you
- Dedicated Paraplanner for plan prep and admin support
- Hands-on, comprehensive training in Sentinel's process
- 401(k) with 4% match
- All overhead covered — marketing, office, admin, seminars
- Flexible work-life balance
- Family-oriented culture
- Top performers earn $250K
Who We're Looking For
Someone who leads with empathy, listens more than they talk, and stays composed under pressure. Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales.
Education & Licensing
- Series 65 (preferred)
- Life & Health Insurance License (preferred)
- Bachelor’s degree preferred; Master’s degree advantageous
- Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent) Licensing can be obtained, but doing so extends the ramp-up period by approximately 45–60 days.
Compensation & Growth
Full-time, commission-based W-2 role. First 6–8 months are immersion in Sentinel's process. From there, expect your first client within 90 days and additional clients in the following 90 — building toward a full, lasting practice.
Ready to Build Something That Lasts?
Stop chasing leads. Start building real client relationships backed by a proven system. Apply today.
Pay: $130,000.00 - $145,000.00 per year
Benefits:
- 401(k)
Experience:
- relevant professional: 5 years (Required)
Work Location: In person
Salary : $130,000 - $145,000