Find & Apply For Personal Financial Advisor Jobs in Wallingford, Connecticut

Financial Planner at Sentinel Asset Management LLC Financial Planner at Sentinel Asset Management LLC in Wallingford, Connecticut Posted in 13 days ago.

Type:

full-time About the Company Most advisor roles have you building clients from scratch. At Sentinel, seminars are filled, and leads are provided - your job is to walk in, build trust, and close. If you have the skills and the discipline to follow a system that works, this is where you build a career. About the Role You'll educate prospects (many 59+, with $1M+ in assets) through a two-meeting process: discovery first, then a structured plan and close. From there, you're their advisor for life - annual reviews, ongoing trust, long-term relationships. Responsibilities Lead or support seminars that build Sentinel's credibility with prospects Run first meetings focused on discovery and listening, not pitching Present structured financial plans and guide clients to a confident decision Maintain relationships through annual reviews and proactive communication Document meetings to firm and regulatory compliance standards Manage 2-3 client meetings per day once fully ramped Qualifications Bachelor's degree preferred; Master's degree advantageous Required Skills Someone who leads with empathy, listens more than they talk, and stays composed under pressure.

Relevant professional experience:

5 years (Required) Preferred Skills Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales. Series 65 (preferred) Life & Health Insurance License (preferred) Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent) Licensing can be obtained, but doing so extends the ramp-up period by approximately 45-60 days. Pay range and compensation package Full-time, commission-based W-2 role. First 6-8 months are immersion in Sentinel's process. From there, expect your first client within 90 days and additional clients in the following 90 - building toward a full, lasting practice.

Pay:

$130,000.00 - $145,000.00 per year Benefits All leads provided and seminars filled for you Dedicated Paraplanner for plan prep and admin support Hands-on, comprehensive training in Sentinel's process 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 Equal Opportunity Statement Sentinel is committed to building long-term, trust-based relationships and a family-oriented culture. All qualified individuals will be considered for this role based on their skills, experience, and ability to follow a proven system, without regard to any protected characteristics. Additional Information Ready to Build Something That Lasts? Stop chasing leads. Start building real client relationships backed by a proven system. Apply today.