Client-Facing Financial Planning Advisor
Sentinel Asset Management LLC
Sentinel Asset Management LLC is seeking a client-facing Advisor in Conshohocken, PA for a full-time W-2 role. You will educate clients through Sentinel’s planning process, lead discovery and second meetings, and steward long-term relationships. Training and development, seminars, and comprehensive support are provided. The role emphasizes compliance, accurate documentation, and delivering structured financial guidance to high-potential clients. #J-18808-Ljbffr Sentinel Asset Management LLC
Vacancy posted 3 days ago
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