Overview

Job Description: Job Description Compensation: $50k base plus commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Conshohocken, PA (Onsite work required)Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2 positionBenefits:401(k) with 4% matchAll leads are provided, and seminars are filled for youHands-on comprehensive training and developmentAdministrative support with a dedicated Paraplanner (PP)Flexible work-life balanceAll overhead costs covered by SAM (marketing, office expenses, admin support, setting up seminars, etc.)Family-oriented environment Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel's structured financial planning process, and stewarding long-term client relationships. The role centers on conducting high-quality first discovery meetings, confidently leading second meetings where planning recommendations are presented and decisions are made, and maintaining ongoing relationships through annual reviews. Advisors spend their time in client meetings (typically 2-3 per day once fully onboarded), preparing and documenting financial plans, and maintaining precise records to meet regulatory and firm standards. Success in the role requires adherence to Sentinel's process and language, exceptional communication and listening skills, emotional intelligence, and a calm, professional presence that builds trust and long-term confidence with clients. Role Definition & Operating Standard Role Purpose A Sentinel Advisor is the primary steward of the client relationship, and the embodiment of the Sentinel standard. The role is not transactional sales. It is structured guidance, disciplined execution, and client stewardship delivered with empathy, confidence, and precision. We worry about tomorrow, so our clients may enjoy today. The advisor's mandate is simple and rigorous: Educate with clarity and conviction Lead through process, with evidence and expertise Prompt action decisively when appropriate Maintain trust through informed stewardship This role exists to build enduring client relationships, not short-term returns. Core Client Responsibilities A Sentinel Advisor is responsible for executing the Sentinel client journey to standard: Deliver the Sentinel Seminar / Education (where applicable) Teach Sentinel's philosophy and approach, as designed Establish trust, credibility, and authority through clarity and consistency Create the conditions for qualified engagementConduct a world-class introductory meeting Deep discovery, listening, and data gathering Minimal product discussion Demonstrate empathy, composure, and integrity Assess mutual fit and client mindset Lead the second meeting and close Present a clear, structured financial plan Guide decision-making with confidence and calm authority Close aligned clients decisively, politely, and professionally Ongoing Client Stewardship Annual reviews conducted to Sentinel standards Maintain trust, relevance, and long-term planning alignment Act as a lifelong advisor, not a one-time salesperson Understand the evolving needs of the client Support critical decision making through ongoing and effective communication Day-to-Day Operating Reality Phase 1: Immersion & Mastery (First 6-8 Months) Full immersion in Sentinel's process, language, tools, and standards Product and planning education across AUM, annuities, insurance, and pensions Learning to think, speak, and operate the Sentinel way This phase is intentionally demanding and requires humility and discipline, this is about character beyond qualifications Phase 2: Production & Client Leadership Client meetings (typically 2-3 per day when active) Writing and refining financial plans Ongoing documentation, compliance, and record-keeping Active participation in team collaboration and growth initiatives N