This Financial Advisor role at Sentinel Asset management is centered on educating prospects through a structured, two-meeting approach, delivering clear financial plans, and building long-term client relationships. The position is based in Arlington, VA and includes lead and seminar support, with training provided through Sentinel’s process.

Role Responsibilities

Lead or support seminars designed to strengthen Sentinel’s credibility with prospects
Conduct first meetings centered on discovery and listening, rather than pitching
Present structured financial plans and guide clients toward a confident decision
Maintain ongoing client relationships through annual reviews and proactive communication
Document meetings in accordance with firm standards and regulatory compliance requirements
Once fully ramped, manage approximately 2–3 client meetings per day

What You’ll Do

Deliver or assist in seminars that support prospect engagement
Run discovery-focused first meetings that emphasize listening and understanding needs
Review and present financial plans in a structured format
Support retention through annual reviews and consistent outreach
Ensure meeting records meet firm and regulatory expectations
Handle 2–3 meetings per day once ramped

Training and Onboarding

The first 6 to 8 months are immersion in Sentinel’s process. From that point, the role is designed to build your client base, with your first client expected within 90 days and additional clients within the following 90 days, supporting growth toward a full, lasting practice.

Compensation & Employment Type

This is a full-time, commission-based W-2 position. Compensation includes top-performer potential, with top performers earning up to $250K+.

Compensation & Growth Milestones

Full-time commission-based W-2 employment
6–8 months focused on learning Sentinel’s process
First client expected within 90 days after immersion
Additional clients expected over the subsequent 90 days

Requirements and Preferred Credentials

Minimum experience: 5 years
Series 65: preferred
Life & Health Insurance License: preferred
Education: Bachelor’s degree preferred; Master’s degree advantageous
Advanced credentials: strongly preferred, such as CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent

Licensing Note

Licensing can be obtained if needed, though doing so extends the ramp-up period by approximately 45–60 days.

Benefits

401(k)
401(k) with 4% match
All overhead covered, including marketing, office, admin, and seminars
Flexible work-life balance
Family-oriented culture
Top performers earn $250K+

What Sentinel Provides

All leads provided and seminars filled
Dedicated Paraplanner for plan preparation and administrative support
Hands-on, comprehensive training in Sentinel’s process
401(k) with 4% match
All overhead covered, including marketing, office, admin, and seminars

Location and Work Setting

Arlington, VA (onsite)

Financial Advisor

Job Description