Wealth Advisor & Client Steward — Financial Planning

Sentinel Asset Management LLC; West Conshohocken (PA); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

401(k) with 4% match

All leads are provided, and seminars:

Hands-on training and development

Administrative support with Paraplannr

Flexible work-life balance

Overhead costs covered by SAM

Family-oriented environment

Job summary

Sentinel Asset Management LLC is seeking a client-facing Advisor to educate prospective clients through Sentinel’s structured financial planning process and shepherd long-term relationships. You will conduct discovery meetings, present planning recommendations, and manage ongoing reviews with precision and empathy.

The role emphasizes trust, compliance, and a disciplined, non-transactional approach to wealth guidance, with significant potential for growth.

Qualifications

• Series 65 and Life & Health insurance licenses required.
• Bachelor’s degree required; Master’s preferred.
• Advanced credentials (CFP®, ChFC®, CLU®, or equivalent) strongly preferred.

Responsibilities

• Educate clients and prospects through Sentinel’s planning process.
• Lead discovery meetings and second meetings presenting plans and recommendations.
• Maintain ongoing client relationships through annual reviews and precise documentation.
• Deliver world-class service, foster trust, and ensure regulatory compliance.

Skills

Client facing

Communication skills

Active listening

Emotional intelligence

Education

Series 65

Life & Health Insurance License

Bachelor’s degree

Master’s degree preferred

CFP® / ChFC® / CLU® credentials preferred

Job description

Sentinel Asset Management LLC is seeking a client-facing Advisor to educate prospective clients through Sentinel’s structured financial planning process and shepherd long-term relationships. You will conduct discovery meetings, present planning recommendations, and manage ongoing reviews with precision and empathy.

The role emphasizes trust, compliance, and a disciplined, non-transactional approach to wealth guidance, with significant potential for growth.