Financial Advisor: Client Stewardship & Growth Leader

Sentinel Asset Management LLC; Pennsylvania; 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 a Paraplac

Flexible work-life balance

Overhead costs covered by SAM

Family-oriented environment

Job summary

Sentinel Asset Management is seeking a client-facing Advisor to educate prospective clients and guide them through a structured financial planning process. You will lead high-quality discovery meetings, present planning recommendations, and steward long-term relationships.

The role emphasizes education, disciplined execution, and precise documentation, with a focus on client trust and ongoing advisory engagements.

Qualifications

• Must have Series 65 licensing and Life & Health Insurance License.
• Bachelor’s degree preferred; advanced credentials encouraged (CFP, ChFC, CLU or equivalent). Licensing can be obtained, but ramp-up may take 45–60 days.

Responsibilities

• Educate prospective clients and guide them through Sentinel’s financial planning process.
• Lead high-quality first discovery meetings and second meetings presenting planning recommendations.
• Maintain ongoing client relationships through annual reviews and documentation to standards.

Skills

Exceptional communication

Client relationship building

Presentation & seminars

Education

Series 65

Life & Health Insurance License

Bachelor’s degree preferred

CFP®, ChFC®, CLU® or equivalent

Job description

Sentinel Asset Management is seeking a client-facing Advisor to educate prospective clients and guide them through a structured financial planning process. You will lead high-quality discovery meetings, present planning recommendations, and steward long-term relationships.

The role emphasizes education, disciplined execution, and precise documentation, with a focus on client trust and ongoing advisory engagements.