Elite Financial Planner & Client Education Lead

Sentinel Asset Management, LLC.; Columbia (MD); On-site; USD 50,000 - 250,000; Full time

Benefits offered by this job

401(k) with match

Seminars provided

Paraplanner support

Training and development

Overhead costs covered

Flexible work-life balance

Family-oriented environment

Job summary

Sentinel Asset Management, LLC in Columbia, MD seeks an Advisor to educate prospective clients and guide them through Sentinel’s structured financial planning process. You will conduct discovery meetings, present recommendations, and maintain ongoing relationships through annual reviews.

We value exceptional communication, listening skills, emotional intelligence, and a calm, professional presence built on trust. Onsite work with relocation assistance available and a family‑oriented team culture.

Qualifications

• Series 65 is required for advisory qualifications.
• Life & Health Insurance License is required.
• CFP®, ChFC®, CLU® or equivalent credentials are strongly preferred.
• Strong client-facing communication, listening, and emotional intelligence essential.

Responsibilities

• Educate prospective clients and guide them through Sentinel’s planning process.
• Lead discovery meetings and document outcomes.
• Maintain ongoing client relationships through annual reviews.
• Prepare financial plans and maintain regulatory records with precision.

Skills

Client-facing

Communication

Emotional intelligence

Regulatory compliance

Team collaboration

Education

Series 65 (required)

Life & Health Insurance License (required)

CFP®, ChFC®, CLU® or equivalent (preferred)

Job description

Sentinel Asset Management, LLC in Columbia, MD seeks an Advisor to educate prospective clients and guide them through Sentinel’s structured financial planning process. You will conduct discovery meetings, present recommendations, and maintain ongoing relationships through annual reviews.

We value exceptional communication, listening skills, emotional intelligence, and a calm, professional presence built on trust. Onsite work with relocation assistance available and a family‑oriented team culture.