Financial Planner

Job Description

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

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• Lead or support seminars that build Sentinel's credibility with prospects
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• Run first meetings focused on discovery and listening, not pitching
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• Present structured financial plans and guide clients to a confident decision
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• Maintain relationships through annual reviews and proactive communication
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• Document meetings to firm and regulatory compliance standards
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• Manage 2–3 client meetings per day once fully ramped
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Qualifications

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

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• Someone who leads with empathy, listens more than they talk, and stays composed under pressure.
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• Relevant professional experience: 5 years (Required)
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Preferred Skills

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• Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales.
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• Series 65 (preferred)
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• Life & Health Insurance License (preferred)
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• Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent)
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• Licensing can be obtained, but doing so extends the ramp-up period by approximately 45–60 days.
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Pay range and compensation package

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• Full-time, commission-based W-2 role.
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• First 6–8 months are immersion in Sentinel's process.
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• From there, expect your first client within 90 days and additional clients in the following 90 — building toward a full, lasting practice.
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• Pay: $130,000.00 - $145,000.00 per year
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Benefits

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