Financial Planner

About the CompanyMost 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.

Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
About the RoleYou'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 prospectsRun first meetings focused on discovery and listening, not pitchingPresent structured financial plans and guide clients to a confident decisionMaintain relationships through annual reviews and proactive communicationDocument meetings to firm and regulatory compliance standardsManage 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 youDedicated Paraplanner for plan prep and admin supportHands-on, comprehensive training in Sentinel's process401(k) with 4% matchAll overhead covered — marketing, office, admin, seminarsFlexible work-life balanceFamily-oriented cultureTop performers earn $250K+Work Location: In person
Equal Opportunity StatementSentinel 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. xzbcwsv Apply today.