Client-Facing Financial Planning Advisor

Sentinel Asset Management LLC; Wayne (PA); On-site; USD 50,000 - 250,000; Full time

Benefits offered by this job

401(k) with 4% match

All leads provided; seminars filled

Hands-on training and development

Administrative support with dedicated仿

Flexible work-life balance

Overhead costs covered by SAM

Family-oriented environment

Job summary

Sentinel Asset Management LLC is seeking a client-facing Advisor in Conshohocken, PA for a full-time W-2 role. You will educate clients through Sentinel’s planning process, lead discovery and second meetings, and steward long-term relationships.

Training and development, seminars, and comprehensive support are provided. The role emphasizes compliance, accurate documentation, and delivering structured financial guidance to high-potential clients.

Qualifications

• Series 65 licensing is required.
• Life & Health Insurance License is required.
• Bachelor’s degree preferred; advanced credentials preferred (CFP®, ChFC®, CLU®, or equivalent).

Responsibilities

• Educate prospective clients and guide them through Sentinel’s financial planning process.
• Lead high-quality discovery and second meetings to present planning recommendations.
• Maintain ongoing client relationships with annual reviews and precise record-keeping.

Education

Series 65 (required)

Life & Health Insurance License (required)

Bachelor’s degree preferred

Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent)

Job description

Sentinel Asset Management LLC is seeking a client-facing Advisor in Conshohocken, PA for a full-time W-2 role. You will educate clients through Sentinel’s planning process, lead discovery and second meetings, and steward long-term relationships.

Training and development, seminars, and comprehensive support are provided. The role emphasizes compliance, accurate documentation, and delivering structured financial guidance to high-potential clients.