Financial Planning & Analysis Consultant

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. You'll educate prospects (many 59+, with $1M+ in assets) through a two-meeting process: discovery first, then a structured plan and close. Present structured financial plans and guide clients to a confident decision Document meetings to firm and regulatory compliance standards Bachelor’s degree preferred; Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales. Life & Health Insurance License (preferred) Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent) Full-time, commission-based W-2 role. From there, expect your first client within 90 days and additional clients in the following 90 — building toward a full, lasting practice. Dedicated Paraplanner for plan prep and admin support ~ Hands-on, comprehensive training in Sentinel's process ~All overhead covered — marketing, office, admin, seminars ~ Flexible work-life balance ~ Sentinel is committed to building long-term, trust-based relationships and a family-oriented culture. Start building real client relationships backed by a proven system.