Financial Advisor

Sentinel Asset Management is seeking a full-time Financial Advisor in Washington, DC to build client relationships using provided leads and filled seminars.

Responsibilities

• Lead or support seminars that strengthen Sentinel’s credibility with prospects
• Run the first meeting using a discovery and listening approach (not pitching)
• Educate prospects through a two-meeting discovery-to-plan process
• Deliver structured financial plans and guide clients toward confident decisions
• Maintain and deepen client relationships through annual reviews and proactive communication
• Document client meetings in line with firm and regulatory compliance standards
• Once fully ramped, manage 2 to 3 client meetings per day

Requirements

• 5+ years of relevant experience
• Series 65 (preferred)
• Life & Health Insurance License (preferred)
• Bachelor’s degree (preferred); Master’s degree advantageous
• Advanced credentials strongly preferred: CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent
• If licenses are not held, licensing can be obtained; ramp-up extends by approximately 45 to 60 days
• Role type: full-time, commission-based W-2
• Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales
• Communication style: empathy-led, listens more than talks, composed under pressure

What We Provide

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

Compensation & Growth

• Immersion in Sentinel’s process for the first 6 to 8 months
• Expect first client within 90 days after immersion
• Additional clients expected in the following 90 days, building toward a full, lasting practice
• Pay: $130,000 to $145,000 per year

Benefits

• 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, Washington, DC