Associate Financial Advisor - Manage 50+ Clients & Grow Book

CENTURION HOLDINGS LLC; Cheshire (CT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Job summary

Centurion Wealth Management is seeking an Associate Financial Advisor to support a growing client base and deepen client relationships. You will work with the Lead Advisor on comprehensive financial planning, investments, and relationship management for about 50 existing households.

The role offers licensing path and a long‑term career in an established practice, with potential for growing your own book of business and collaborating across the team.

Qualifications

• 3+ years within wealth management or financial planning
• Licenses: Life, Health, Variable Insurance; Series 7 & 66
• Strong client-facing communication and relationship skills
• Excellent organization and attention to detail
• Ability to work independently and with a team

Responsibilities

• Serve as the primary advisor for ~50 existing client households.
• Support financial planning, investment management, and relationship management.
• Prepare and participate in client meetings; document notes and follow‑ups.
• Develop referral opportunities and contribute to practice growth.
• Coordinate with operations to ensure a seamless client experience.

Skills

Client relationship

Communication

Organizational skills

Professionalism

Independent work

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

Active Series 7 license

Series 66 license

Life/Health/Variable Insurance licenses

Tools

Active licenses (insurance)

Job description

Centurion Wealth Management is seeking an Associate Financial Advisor to support a growing client base and deepen client relationships. You will work with the Lead Advisor on comprehensive financial planning, investments, and relationship management for about 50 existing households.

The role offers licensing path and a long‑term career in an established practice, with potential for growing your own book of business and collaborating across the team.