Financial Planner with Leads Provided — Flexible Growth

Sentinel Asset Management, LLC.; Fulton (MD); Vor Ort; USD 130.000 - 145.000; Vollzeit

Zusammenfassung

Sentinel Asset Management, LLC. is seeking an advisor who educates prospects through a two-meeting process, then becomes their lifetime advisor with annual reviews and ongoing trust.

You will lead seminars, conduct discovery-focused first meetings, and present structured financial plans to guide clients toward confident decisions, maintaining relationships through regular reviews and proactive communication.

Qualifikationen

• Relevant professional experience: 5 years (Required)
• Leads with empathy, listens more than they talk, and stays composed under pressure.
• Licensing can be obtained, but ramp-up period extends by approximately 45-60 days.

Aufgaben

• 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

Kenntnisse

Empathy-driven approach

5 years experience

Jobbeschreibung

Sentinel Asset Management, LLC. is seeking an advisor who educates prospects through a two-meeting process, then becomes their lifetime advisor with annual reviews and ongoing trust.

You will lead seminars, conduct discovery-focused first meetings, and present structured financial plans to guide clients toward confident decisions, maintaining relationships through regular reviews and proactive communication.