Senior Wealth Advisor — Northern Virginia On-Site

Centurion Wealth Management, LLC; United States; On-site; USD 110,000 - 160,000; Full time

Job summary

Centurion Wealth Management, LLC in Northern Virginia is seeking a full-time Wealth Advisor to serve as the primary relationship manager for assigned clients and prospects. You will meet with clients regularly to understand goals and deliver comprehensive financial advice across planning disciplines.

The role requires five years of experience in wealth management, strong knowledge of retirement, tax, estate, and investment planning, and excellent communication.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Professional designations such as CPA, CFA® or EA are preferred.
• Must pass a background check.
• Experience leading client meetings and managing relationships.
• Strong knowledge of retirement, tax, estate, investment, and risk management planning concepts.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work on-site in Northern Virginia, VA, with high ethical standards.

Responsibilities

• Lead advisor and primary contact for assigned client relationships.
• Develop and present comprehensive financial plans and ongoing recommendations.
• Conduct regular client reviews and identify planning opportunities.
• Coordinate retirement, tax, estate, education, insurance and investment planning.
• Collaborate with tax, financial planning, and investment teams.
• Manage client onboarding and transitions.
• Provide guidance on portfolio construction and investment implementation.
• Review planning analyses and recommendations.
• Participate in business development and referral relationships.
• Participate in the Centurion Wealth Investment Committee.
• Leverage technology to deliver service efficiently.

Skills

Wealth management

Client relationship management

Financial planning

Retirement planning

Tax planning

Estate planning

Investment advisory

Communication skills

Attention to detail

Team collaboration

Education

Bachelor’s degree in Finance/Economics/Business

CPA/CFA/EA credentials preferred

Tools

Financial planning software

CRM systems

Portfolio management tools

Job description

Centurion Wealth Management, LLC in Northern Virginia is seeking a full-time Wealth Advisor to serve as the primary relationship manager for assigned clients and prospects. You will meet with clients regularly to understand goals and deliver comprehensive financial advice across planning disciplines.

The role requires five years of experience in wealth management, strong knowledge of retirement, tax, estate, and investment planning, and excellent communication.