Financial Advisor

Job DescriptionJob DescriptionCompensation:$50k base plus commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Conshohocken, PA(Onsite work required)Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2 positionBenefits:401(k) with 4% matchAll leads are provided, and seminars are filled for youHands-on comprehensivetraining and developmentAdministrative supportwith a dedicated Paraplanner (PP)Flexible work-life balanceAll overhead costs covered by SAM (marketing, office expenses, admin support, setting up seminars, etc.)Family-oriented environmentRole OverviewA Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel’s structured financial planning process, and stewarding long-term client relationships. The role centers on conducting high-quality first discovery meetings, confidently leading second meetings where planning recommendations are presented and decisions are made, and maintaining ongoing relationships through annual reviews. Advisors spend their time in client meetings (typically 2–3 per day once fully onboarded), preparing and documenting financial plans, and maintaining precise records to meet regulatory and firm standards. Success in the role requires adherence to Sentinel’s process and language, exceptional communication and listening skills, emotional intelligence, and a calm, professional presence that builds trust and long-term confidence with clients.Role Definition & Operating StandardRole PurposeA Sentinel Advisor is the primary steward of the client relationship, and the embodiment of the Sentinel standard. The role is not transactional sales. It is structured guidance, disciplined execution, and client stewardship delivered with empathy, confidence, and precision. We worry about tomorrow, so our clients may enjoy today.The advisor’s mandate is simple and rigorous:Educate with clarity and convictionLead through process, with evidence and expertisePrompt action decisively when appropriateMaintain trust through informed stewardshipThis role exists to build enduring client relationships, not short-term returns.Core Client ResponsibilitiesA Sentinel Advisor is responsible for executing the Sentinel client journey to standard:Deliver the Sentinel Seminar / Education (where applicable)Teach Sentinel’s philosophy and approach, as designedEstablish trust, credibility, and authority through clarity and consistencyCreate the conditions for qualified engagementConduct a world-class introductory meetingDeep discovery, listening, and data gatheringMinimal product discussionDemonstrate empathy, composure, and integrityAssess mutual fit and client mindsetLead the second meeting and closePresent a clear, structured financial planGuide decision-making with confidence and calm authorityClose aligned clients decisively, politely, and professionallyOngoing Client StewardshipAnnual reviews conducted to Sentinel standardsMaintain trust, relevance, and long-term planning alignmentAct as a lifelong advisor, not a one-time salespersonUnderstand the evolving needs of the clientSupport critical decision making through ongoing and effective communicationDay-to-Day Operating RealityPhase 1: Immersion & Mastery (First 6–8 Months)Full immersion in Sentinel’s process, language, tools, and standardsProduct and planning education across AUM, annuities, insurance, and pensionsLearning to think, speak, and operate the Sentinel wayThis phase is intentionally demanding and requires humility and discipline, this is about character beyond qualificationsPhase 2: Production & Client LeadershipClient meetings (typically 2–3 per day when active)Writing and refining financial plansOngoing documentation, compliance, and record-keepingActive participation in team collaboration and growth initiativesNon-Negotiable ResponsibilitiesMastery of Sentinel’s process and languagePrecise compliance documentation and detailed meeting notesSame-day responsiveness to clients and internal communicationCalendar discipline: punctuality, preparation, and follow-throughFlexibility and team-first mindsetPersonal accountability for outcomesWhat Defines an Exceptional Sentinel AdvisorValues & CharacterLoyalty and honesty above all elseEmpathy without emotional fragilityCalmness under pressureAssure self-confidence without ego or arroganceHumility, professionalism, and personal disciplineBehavioral StandardsFollows the Sentinel standard, and takes pride in themWillingness to unlearn prior “sales” conditioningLearns a new professional language and uses it preciselyListens deeply; to what is said and what is not saidHandles conflict with maturity and emotional intelligenceProfessional PresencePolished, appropriate appearanceClear, articulate communicatorLeads conversations without dominating themCommands respect through competence and composureMindsetSelf-starter with the ability to actively look for opportunity when neededSees the big picture: building a firm, a team, and a legacyNo tolerance for corporate politics or transactional behaviorPuts their clients and their colleagues before themselvesEducation & Licensing RequirementsSeries 65 (required)Life & Health Insurance License (required)Bachelor’s degree preferred; Master’s degree advantageousAdvanced 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.The Sentinel StandardThis role is not suitable for individuals seeking autonomy without accountability, shortcuts, or personal reinterpretation of process. Sentinel Advisors operate within a defined standard; because this standard is what protects clients, the firm, and long-term value. Those who thrive here become trusted stewards of families’ financial futures and foundational builders of a growing, principled firm.Candidates with experience in these roles are great fits for this job:Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler,Pharmaceutical Sales and more