Financial Planner
Sentinel Asset Management LLC · Prospect, CT
$74k/yr (est.)Posted 6h agoAccounting & Finance
Position summary
Job Description Job Description 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…
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