Finance Jobs in Leesburg, VA

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Financial Advisor

Sentinel Asset management Leesburg, VA

Leesburg, VA

Today

$130k - $145k/yr Full time Advisor Business Development Client Relations

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Job Description

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.

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