Financial Advisor
Company: Sentinel Asset Management LLC
Location: Waterbury
Posted on: January 22, 2026
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Job Description:
Job Description Job Description As a Financial Planner with
Sentinel Asset Management, you are in the business of building
relationships and educating clients on what really matters to them
- Financial stability and freedom! You take great pride and
satisfaction knowing that you’ve helped families with their
financial needs, and that is conveyed in every interaction you have
with our clients. SAM was founded with the goal of assisting its
clients in every aspect of their financial lives. Our customized
programs are designed to grow, protect, and conserve our clients’
wealth by delivering an unprecedented level of personalized service
and expertise. Job Location In-office at 1062 Barnes Road Suite
107, Wallingford, CT 06492 Relocation assistance is available!
Benefits 401k with Employer Match! Great work-life balance!
Hands-on training and development! Salary: Base Commission;
On-Target earnings to $250,00 More About You You must be fully
licensed in Life and Health and Series 63 (Series 65 is a plus!)
You have previous experience in Financial Planning, Advising, or
Life Insurance Sales. Every day, you will rely on your strengths in
relationship building. You will be a strong communicator,
possessing professional enthusiasm, strong communications skills,
and compassion for each and every client you serve. Their best
interests are your main focus! You will be leading seminars, so
strong public speaking is a must. You understand and appreciate the
fact that a team environment is both productive and efficient, and
have the ability to compromise, show respect to others and listen
to the needs of your teammates and prospective clients. You’re a
self-driven planner; Naturally punctual, organized, and structured
with your day, allowing you to schedule plenty of evening seminars.
Organization and attention to detail are two of your strong suits!
Nothing gets by you, and your focus and drive keep you on track all
the time. You are extremely self-aware, with an innate ability to
“read the room” and understand your client’s needs. What You Will
Do as a Financial Planner Lead seminars with potential new clients
to advise on our services and offerings Your public speaking
ability allows you to effortlessly educate the client as to which
of our services are the best option(s) for them. Work closely with
the Paraplanner to create and implement these custom financial
services and solutions for clients to suit their needs and close
new business opportunities. Appropriately assess risk when business
decisions are made, demonstrating particular consideration for the
firm's reputation, its clients and assets, by driving compliance
with applicable laws, rules and regulations, and adhering to
Policy. Candidates with experience in these roles are great fits
for this job: Financial Advisor, Life Insurance Sales, Planner,
Fiduciary, IAR Representative, Annuity Salesperson, Financial or
Insurance Wholesaler, Internal Financial or Insurance Wholesaler,
Pharmaceutical sales
Keywords: Sentinel Asset Management LLC, New Brunswick , Financial Advisor, Sales , Waterbury, New Jersey
