Financial Advisor

Sentinel Asset management is seeking a Financial Advisor to serve clients in Leesburg, VA on an onsite basis. This commission-based W-2 role focuses on building relationships from provided leads and seminar attendees, using a structured two-meeting process to educate prospects and guide them toward clear, confident next steps.

In this position, you will help strengthen Sentinel’s credibility through seminars, run discovery-focused first meetings, and present structured financial plans. As you ramp, the role transitions into ongoing client service, with annual reviews and proactive communication to support long-term relationships.

Key Responsibilities

• Lead or support seminars to build Sentinel’s credibility with prospective clients
• Run first meetings centered on discovery and listening, rather than pitching
• Present structured financial plans and guide clients to a confident decision
• Maintain client relationships through annual reviews and proactive communication
• Document meetings in line with firm and regulatory compliance standards
• Manage 2–3 client meetings per day once fully ramped

Requirements

• 5 years of relevant professional experience (required)
• Series 65 (preferred)
• Life & Health Insurance License (preferred)
• Bachelor’s degree (preferred); Master’s degree advantageous
• Advanced credentials strongly preferred, including CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent
• Licensing can be obtained if needed, with an expected ramp-up extension of approximately 45–60 days

Compensation & Growth

• Full-time, commission-based W-2 position
• Initial 6–8 months focused on immersion in Sentinel’s process
• Expect first client within 90 days, with additional clients during the next 90 days, building toward a full, lasting practice
• Pay: USD 130,000–145,000 per year
• Top performers earn up to $250K+

Benefits

• 401(k)
• 401(k) with 4% match
• All overhead covered, including marketing, office, admin, and seminars
• Flexible work-life balance
• Family-oriented culture

What Sentinel Provides

• All leads provided and seminars filled for you
• Dedicated Paraplanner for plan preparation and administrative support
• Hands-on, comprehensive training in Sentinel’s process

Work location: In person in Leesburg, VA.