Financial Planner (Wallingford)

About the Company

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

• Bachelor’s degree preferred; Master’s degree advantageous

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)
• Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent)
• 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

Benefits

• All leads provided and seminars filled for you
• Dedicated Paraplanner for plan prep and admin support
• Hands-on, comprehensive training in Sentinel's process
• 401(k) with 4% match
• All overhead covered — marketing, office, admin, seminars
• Flexible work-life balance
• Family-oriented culture
• Top performers earn $250K+
• Work Location: In person

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.

Additional Information

Ready to Build Something That Lasts? Stop chasing leads. Start building real client relationships backed by a proven system. Apply today.