Financial Planner - All Leads Provided, Growth & Stability

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

All overhead covered

Flexible work-life balance

Family-oriented culture

Top performers earn $250K+

Job summary

Sentinel is seeking a financial advisor to educate prospects, conduct discovery meetings, and present structured financial plans. You will be responsible for building long-term client relationships through annual reviews and proactive communication, with full paraplanner support and a commission-based W-2 structure.

The role includes a 6–8 month immersion in Sentinel's process, with first clients expected within 90 days and growth toward a full practice.

Qualifications

• Experience leading with empathy and excellent listening skills.
• Professional experience: 5 years minimum in relevant role.

Responsibilities

• Lead or support seminars to build credibility and generate opportunities.
• Conduct discovery meetings focused on listening to client needs.
• Present structured financial plans and guide clients to decisions.
• Maintain relationships with annual reviews and proactive communication.
• Document meetings to meet compliance standards.
• Manage 2-3 client meetings per day once ramped.

Skills

Empathy

Active listening

5 years exp

Job description

Sentinel is seeking a financial advisor to educate prospects, conduct discovery meetings, and present structured financial plans. You will be responsible for building long-term client relationships through annual reviews and proactive communication, with full paraplanner support and a commission-based W-2 structure.

The role includes a 6–8 month immersion in Sentinel's process, with first clients expected within 90 days and growth toward a full practice.