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Client-Facing Financial Planning Advisor
Job in
Wayne, Delaware County, Pennsylvania, 19087, USA
Listed on 2026-08-26
Listing for:
Sentinel Asset Management LLC
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Sentinel Asset Management LLC is seeking a client-facing Advisor in Conshohocken, PA for a full-time W-2 role. You will educate clients through Sentinel’s planning process, lead discovery and second meetings, and steward long-term relationships.
Training and development, seminars, and comprehensive support are provided. The role emphasizes compliance, accurate documentation, and delivering structured financial guidance to high-potential clients.
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