Client-Focused Wealth Planner — Lead-Provided Seminars

Sentinel Asset Management, LLC.; Falls Church (VA); Presencial; USD 130.000 - 145.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with match

Marketing/office overhead covered

Paraplanner support

Flexible work-life balance

Family-oriented culture

High earning potential

Descripción de la vacante

Sentinel Asset Management, LLC in Falls Church, VA seeks an advisor to educate prospects and close on two-meeting processes, becoming the lifelong advisor through annual reviews and ongoing trust.

Role focuses on discover-first meetings, structured plans, and ongoing client relationships, with a support paraplanner and full W-2 compensation. First six to eight months immerse in Sentinel's process; top performers earn substantial commissions.

Formación

• Requires 5 years of professional experience.
• Background in wealth advisory, financial planning, or related fields is preferred.
• Licensing can be obtained but adds ramp-up time.

Responsabilidades

• Lead or support client seminars to build credibility.
• Run discovery meetings and present structured financial plans.
• Guide clients to decisions and establish ongoing relationships.
• Maintain relationships through annual reviews and proactive communication.
• Document meetings to comply with firm and regulatory standards.
• Manage 2-3 client meetings per day when ramped up.

Conocimientos

Empathy

Active listening

Pressure resilience

5 years experience

Descripción del empleo

Sentinel Asset Management, LLC in Falls Church, VA seeks an advisor to educate prospects and close on two-meeting processes, becoming the lifelong advisor through annual reviews and ongoing trust.

Role focuses on discover-first meetings, structured plans, and ongoing client relationships, with a support paraplanner and full W-2 compensation. First six to eight months immerse in Sentinel's process; top performers earn substantial commissions.