Associate Financial Advisor: Grow Your Client Book

CENTURION HOLDINGS LLC; Cheshire (CT); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Job summary

Centurion Wealth Management is seeking a motivated Associate Financial Advisor to join our growing team. You will support the Lead Advisor, manage about 50 existing client households, and help deliver comprehensive financial planning and investment guidance.

This role offers a path to build your own book of business within an established practice, with potential for W-2 employee or 1099 independent contractor structures depending on your goals and preferences.

Qualifications

• 3+ years of experience in wealth management, financial planning, or related field.
• Active Life, Health, and Variable Insurance licenses.
• Active Series 7 and Series 66 licenses (or equivalent combination).
• Strong client relationship and communication skills.
• Excellent organizational and follow-through abilities.
• High level of professionalism, integrity, and attention to detail.
• Ability to work independently while collaborating effectively within a team.

Responsibilities

• Serve as the primary advisor for approximately 50 existing client households.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Conduct client review meetings and address routine planning and investment-related questions.
• Identify opportunities to enhance client relationships and improve overall client outcomes.
• Ensure all client requests and service needs are completed accurately and efficiently.
• Gather and analyze client financial information and assist in delivering comprehensive plans.
• Participate in strategy discussions and client recommendation development.
• Support investment implementation and ongoing account management activities.
• Coordinate planning recommendations and timely completion of client commitments.

Skills

Client relationship

Communication

Organization

Independence

Team collaboration

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

Series 7

Series 66

Life/Health/Variable Insurance licenses

Job description

Centurion Wealth Management is seeking a motivated Associate Financial Advisor to join our growing team. You will support the Lead Advisor, manage about 50 existing client households, and help deliver comprehensive financial planning and investment guidance.

This role offers a path to build your own book of business within an established practice, with potential for W-2 employee or 1099 independent contractor structures depending on your goals and preferences.