About this opportunity
Sentinel Asset Management LLC lists this Financial Advisor opportunity in township of wayne, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description
Compensation:
$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 position
Benefits:
401(k) with 4% match
All leads are provided, and seminars are filled for you
Hands-on comprehensive training and development
Administrative support with a dedicated Paraplanner (PP)
Flexible work-life balance
All overhead costs covered by SAM (marketing, office expenses, admin support, setting up seminars, etc.)
Family-oriented environment
Role Overview
A 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 Standard
Role Purpose
A 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 conviction
Lead through process, with evidence and expertise
Prompt action decisively when appropriate
Maintain trust through informed stewardship
This role exists to build enduring client relationships, not short-term returns.
Core Client Responsibilities
A 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 designed
Establish trust, credibility, and authority through clarity and consistency
Create the conditions for qualified engagement
Conduct a world-class introductory meeting
Deep discovery, listening, and data gathering
Minimal product discussion
Demonstrate empathy, composure, and integrity
Assess mutual fit and client mindset
Lead the second meeting and close
Present a clear, structured financial plan
Guide decision-making with confidence and calm authority
Close aligned clients decisively, politely, and professionally
Ongoing Client Stewardship
Annual reviews conducted to Sentinel standards
Maintain trust, relevance, and long-term planning alignment
Act as a lifelong advisor, not a one-time salesperson
Understand the evolving needs of the client
Support critical decision making through ongoing and effective communication
Day-to-Day Operating Reality
Phase 1: Immersion & Mastery (First 6–8 Months)
Full immersion in Sentinel’s process, language, tools, and standards
Product and planning education across AUM, annuities, insurance, and pensions
Learning to think, speak, and operate the Sentinel way
This phase is intentionally demanding and requires humility and discipline, this is about character beyond qualifications
Phase 2: Production & Client Leadership
Client meetings (typically 2–3 per day when active)
Writing and refining financial plans
Ongoing documentation, compliance, and record-keeping
Active participation in team collaboration and growth initiatives
Non-Negotiable Responsibilities
Mastery of Sentinel’s process and language
Precise compliance documentation and detailed meeting notes
Same-day responsiveness to clients and internal communication
Calendar discipline: punctuality, preparation, and follow-through
Flexibility and team-first mindset
Personal accountability for outcomes
What Defines an Exceptional Sentinel Advisor
Values & Character
Loyalty and honesty above all else
Empathy without emotional fragility
Calmness under pressure
Assure self-confidence without ego or arrogance
Humility, professionalism, and personal discipline
Behavioral Standards
Follows the Sentinel standard, and takes pride in them
Willingness to unlearn prior “sales” conditioning
Learns a new professional language and uses it precisely
Listens deeply;
to what is said and what is not said
Handles conflict with maturity and emotional intelligence
Professional Presence
Polished, appropriate appearance
Clear, articulate communicator
Leads conversations without dominating them
Commands respect through competence and composure
Mindset
Self-starter with the ability to actively look for opportunity when needed
Sees the big picture: building a firm, a team, and a legacy
No tolerance for corporate politics or transactional behavior
Puts their clients and their colleagues before themselves
Education & Licensing Requirements
Series 65 (required)
Life & Health Insurance License (required)
Bachelor’s degree preferred;
Master’s degree advantageous
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.
The Sentinel Standard
This 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
Worksite address
township of wayne, PA, 15362, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.