Financial Planner

Posted yesterday

sentinel asset managementFulton (MD)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$130,000.00 - $145,000.00 per year

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About the role

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. If you have the skills and the discipline to follow a system that works, this is where you build a career.

About the Role: You'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 prospects
Run first meetings focused on discovery and listening, not pitching
Present structured financial plans and guide clients to a confident decision
Maintain relationships through annual reviews and proactive communication
Document meetings to firm and regulatory compliance standards
Manage 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 you
Dedicated Paraplanner for plan prep and admin support
Hands-on, comprehensive training in Sentinel's process 401(k) with 4% match
All overhead covered — marketing, office, admin, seminars
Flexible work-life balance
Family-oriented culture
Top performers earn $250K+Work Location: In person

Equal Opportunity Statement Sentinel 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. Apply today.

Before you apply

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Your profile is current

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Two examples you can talk through

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A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.