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Financial Advisor: Client Stewardship & Growth Leader
Job in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-08-25
Listing for:
Sentinel Asset Management LLC
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Sentinel Asset Management is seeking a client-facing Advisor to educate prospective clients and guide them through a structured financial planning process. You will lead high-quality discovery meetings, present planning recommendations, and steward long-term relationships.
The role emphasizes education, disciplined execution, and precise documentation, with a focus on client trust and ongoing advisory engagements.
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