Top 236 Financial planner Jobs in Malvern, Pa

Financial Planner
Sentinel Asset Management LLC —Villanova, PA
- $50,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- 401(k) 4% Match
- 401(k) matching
Quick Apply
Financial Advisor
Lead Advisor, LLC —Philadelphia, PA
- $82,247.23 - $120,000.00 a year
- Full-time
- No experience needed
- Mid-level
- Business development
- Health insurance
- 401(k)
Quick Apply
Financial Representative - Exton, PA
Fidelity Investments —Exton, PA
- Full-time
- Mid-level
- Office
- Organizational skills
- Tuition reimbursement
Entry-Level Financial Representative
Evolution Financial Group —Media, PA
- $87,100 a year
- No experience needed
- US work authorization
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Radnor, PA
- $88,000 - $121,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Investment Consultant - Wayne, PA
Charles Schwab —Wayne, PA
- $30.10 - $43.17 an hour
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
2d
Planning Consultant - Villanova, PA
Fidelity Investments —Villanova, PA
- Full-time
- Mid-level
- Office
- Mentoring
Financial Planning Consultant - Devon, PA
Raymond James Financial, Inc. —Devon, PA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Paid holidays
- Health insurance
11d
Registered Client Associate
Citadel Federal Credit Union —West Chester, PA
- Mid-level
- Office
- High school diploma or GED
Portfolio Strategist
Sequoia Financial Group Llc —Berwyn, PA
- Full-time
- Research
- Office
- Business development
Quick Apply
Relationship Manager - Villanova, PA
Fidelity Investments —Villanova, PA
- Full-time
- Mid-level
- Office
- Tuition reimbursement
Adjunct Faculty (Finance), Major-Payton School of Business - Immaculata University
Immaculata University —Malvern, PA
- Part-time
- Background check
- Classroom
- Doctoral degree
2d
Private Client Associate - Royersford, PA
Janney Montgomery Scott LLC —Royersford, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Wealth Advisor
Cerity Partners —West Conshohocken, PA
- $120,000 - $150,000 a year
- Email
- Microsoft Outlook
- CPA
- 5 years
- Commuter assistance
- Dental insurance
3d
Financial Consultants
BROADSTONE —Bryn Mawr, PA
- Email
- CPA
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Financial Advisor, Truist Investment Services, Lancaster, PA
Truist Bank —Wayne, PA
- Full-time
- Computer literacy
- English
- Research
- AD&D insurance
- Paid holidays
Trust Settlement Officer
Charles Schwab —Wilmington, DE
- $85,000 - $145,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
3d
Financial Aid Advisor
PA INSTITUTE OF TECHNOLOGY —Media, PA
- $48,000 a year
- Full-time
- Microsoft Word
- Background check
- Customer service
Quick Apply
Remote Financial Professional
Dream Capital Financial Group, LLC —West Chester, PA
- $30,000 - $200,000 a year
- Part-time
- Remote
- Experience equivalent to degree accepted
- Financial services
- In-person
- Opportunities for advancement
- Life insurance
Quick Apply
Retirement Plan Counselor- Philadelphia
Empower Annuity Insurance Company of America —Philadelphia, PA
- $59,700 - $84,300 a year
- Hybrid work
- Microsoft Word
- Spanish
- Mid-level
- Paid parental leave
- Paid holidays

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financial planner jobs near malvern, pa

Financial Planner

Sentinel Asset Management LLC
Villanova, PA

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Job Details

Full-time
$50,000 a year

Benefits

401(k) 4% Match
401(k) matching

Qualifications

Series 65
Life & Health Insurance License

Full Job Description

Compensation: $50k base plus commission. On-target earnings up to $250,000+. Unlimited earning potential!
Location: Conshohocken, PA (Onsite work required)
Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.
Job Type: Full-time W-2 position
Benefits:
- 401(k) with 4% match
- All leads are provided, and seminars are filled for you
- Hands-on comprehensive training and development
- Administrative support with a dedicated Paraplanner (PP)
- Flexible work-life balance
- All overhead costs covered by SAM (marketing, office expenses, admin support, setting up seminars, etc.)
- Family-oriented environment

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 annual reviews. Advisors spend their time in client meetings (typically 2–3 per day once fully onboarded), preparing and documenting financial plans, and maintaining precise records to meet regulatory and firm standards. Success in the role requires adherence to Sentinel’s process and language, exceptional communication and listening skills, emotional intelligence, and a calm, professional presence that builds trust and long-term confidence with clients.

Role Definition & Operating Standard

Role Purpose

A Sentinel Advisor is the primary steward of the client relationship, and the embodiment of the Sentinel standard. The role is not transactional sales. It is structured guidance, disciplined execution, and client stewardship delivered with empathy, confidence, and precision. We worry about tomorrow, so our clients may enjoy today.

The advisor’s mandate is simple and rigorous:

Educate with clarity and conviction
Lead through process, with evidence and expertise
Prompt action decisively when appropriate
Maintain trust through informed stewardship

This role exists to build enduring client relationships, not short-term returns.

Core Client Responsibilities

A Sentinel Advisor is responsible for executing the Sentinel client journey to standard:
Deliver the Sentinel Seminar / Education (where applicable)
Teach Sentinel’s philosophy and approach, as designed
Establish trust, credibility, and authority through clarity and consistency
Create the conditions for qualified engagement
Conduct a world-class introductory meeting
Deep discovery, listening, and data gathering
Minimal product discussion
Demonstrate empathy, composure, and integrity
Assess mutual fit and client mindset
Lead the second meeting and close
Present a clear, structured financial plan
Guide decision-making with confidence and calm authority
Close aligned clients decisively, politely, and professionally

Ongoing Client Stewardship

Annual reviews conducted to Sentinel standards
Maintain trust, relevance, and long-term planning alignment
Act as a lifelong advisor, not a one-time salesperson
Understand the evolving needs of the client
Support critical decision making through ongoing and effective communication

Day-to-Day Operating Reality

Phase 1: Immersion & Mastery (First 6–8 Months)

Full immersion in Sentinel’s process, language, tools, and standards
Product and planning education across AUM, annuities, insurance, and pensions
Learning to think, speak, and operate the Sentinel way
This phase is intentionally demanding and requires humility and discipline, this is about character beyond qualifications

Phase 2: Production & Client Leadership

Client meetings (typically 2–3 per day when active)
Writing and refining financial plans
Ongoing documentation, compliance, and record-keeping
Active participation in team collaboration and growth initiatives

Non-Negotiable Responsibilities

Mastery of Sentinel’s process and language
Precise compliance documentation and detailed meeting notes
Same-day responsiveness to clients and internal communication
Calendar discipline: punctuality, preparation, and follow-through
Flexibility and team-first mindset
Personal accountability for outcomes

What Defines an Exceptional Sentinel Advisor

Values & Character

Loyalty and honesty above all else
Empathy without emotional fragility
Calmness under pressure
Assure self-confidence without ego or arrogance
Humility, professionalism, and personal discipline

Behavioral Standards

Follows the Sentinel standard, and takes pride in them
Willingness to unlearn prior “sales” conditioning
Learns a new professional language and uses it precisely
Listens deeply; to what is said and what is not said
Handles conflict with maturity and emotional intelligence

Professional Presence

Polished, appropriate appearance
Clear, articulate communicator
Leads conversations without dominating them
Commands respect through competence and composure

Mindset

Self-starter with the ability to actively look for opportunity when needed
Sees the big picture: building a firm, a team, and a legacy
No tolerance for corporate politics or transactional behavior
Puts their clients and their colleagues before themselves

Education & Licensing Requirements

Series 65 (required)
Life & Health Insurance License (required)
Bachelor’s degree preferred; Master’s degree advantageous
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.

The Sentinel Standard

This role is not suitable for individuals seeking autonomy without accountability, shortcuts, or personal reinterpretation of process. Sentinel Advisors operate within a defined standard; because this standard is what protects clients, the firm, and long-term value. Those who thrive here become trusted stewards of families’ financial futures and foundational builders of a growing, principled firm.

Candidates with experience in these roles are great fits for this job:

Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more

Quick Apply

Refine Your Search

financial planner jobs in malvern, pa

Financial Planner

Financial Advisor

Financial Representative - Exton, PA

Entry-Level Financial Representative

Associate Wealth Advisor, Schwab Wealth Advisory

Investment Consultant - Wayne, PA

Planning Consultant - Villanova, PA

Financial Planning Consultant - Devon, PA

Registered Client Associate

Portfolio Strategist

Relationship Manager - Villanova, PA

Adjunct Faculty (Finance), Major-Payton School of Business - Immaculata University

Private Client Associate - Royersford, PA

Wealth Advisor

Financial Consultants

Financial Advisor, Truist Investment Services, Lancaster, PA

Trust Settlement Officer

Financial Aid Advisor

Remote Financial Professional

Retirement Plan Counselor- Philadelphia

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