Financial Planner: Leads Provided, Build Lifelong Clients

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

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+.