Financial Planner

Sentinel Asset Management, LLC.; Wallingford (CT); On-site; USD 130,000 - 145,000; Full time

Benefits offered by this job

401(k) with 4% match

Provided leads and seminars

Paraplanner for plan prep

All overhead covered

Flexible work-life balance

Family-oriented culture

Top performers earn $250K+

Job summary

Sentinel Asset Management, LLC is seeking an advisor to educate prospects, conduct a two-meeting process, and build life-long client relationships. You will work with 59+ clients holding $1M+ in assets, using a structured plan to close and manage ongoing reviews.

This full-time, commission-based W-2 role includes immersion for 6–8 months, target client onboarding within 90 days, and a path toward a lasting practice with top performers earning $250K+.

Qualifications

• 5 years of relevant professional experience is required.
• Candidates should demonstrate the ability to educate prospects and close deals.
• Licensing can be obtained, but ramp-up takes about 45–60 days.

Responsibilities

• Lead or support seminars to build credibility and generate leads.
• Run first meetings focused on discovery and listening.
• Present structured financial plans and guide clients to decisions.
• Maintain relationships through annual reviews and proactive communication.
• Document meetings to firm and regulatory standards.
• Manage 2–3 client meetings per day when ramped.

Skills

Empathy

Active listening

Communication

Tools

Series 65 licensing

Life & Health Insurance License

Job description

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.

Responsibilities

• 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

Qualifications

Required Skills

• Someone who leads with empathy, listens more than they talk, and stays composed under pressure.
• Relevant professional experience: 5 years (Required)

Preferred Skills

• Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales.
• Series 65 (preferred)
• Life & Health Insurance License (preferred)
• Licensing can be obtained, but doing so extends the ramp-up period by approximately 45-60 days.

Pay range and compensation package

• 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.
• Pay: $130,000.00 - $145,000.00 per year
• All leads provided and seminars filled for you
• Dedicated Paraplanner for plan prep and admin support
• 401(k) with 4% match
• All overhead covered - marketing, office, admin, seminars
• Flexible work-life balance
• Family-oriented culture
• Top performers earn $250K+

Equal Opportunity Statement

Sentinel is committed to building long-term, trust-based relationships and a family-oriented culture. All qualified individuals will be considered for this role based on their skills, experience, and ability to follow a proven system, without regard to any protected characteristics.