Wealth Advisor

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

Company Description

Centurion Wealth Management, LLC is an independent registered investment advisory firm built on ethics, mutual respect, and integrity. Free from affiliations with specific organizations, investment companies, or proprietary products, the firm provides advice focused solely on clients’ best interests. Centurion Wealth emphasizes a disciplined, long-term approach to wealth management and portfolio construction, prioritizing fundamentals over market noise or short-term trends. The team is dedicated to holistic financial planning, helping clients pursue their financial goals and grow assets in line with their unique objectives. This client-centered philosophy guides every aspect of the firm’s investment advisory services.

Role Description

This is a full-time, on-site Wealth Advisor role based in Northern Virginia. The Wealth Advisor serves as the primary relationship manager for assigned client relationships and prospective clients. They will meet with clients regularly to understand their goals, assess their financial situations, and deliver comprehensive financial advice across planning disciplines.

Job Activities

• Serve as the lead advisor and primary point of contact for assigned client relationships.
• Develop and present comprehensive financial plans and ongoing planning recommendations.
• Conduct regular client review meetings and proactively identify planning opportunities.
• Coordinate retirement, tax, estate, education, insurance and investment planning strategies.
• Collaborate with the firm's tax, financial planning, and investment teams.
• Manage client onboarding and transition processes.
• Provide guidance regarding portfolio construction and investment implementation.
• Review planning analyses and recommendations prepared by associates.
• Participate in business development activities and referral relationships.
• Participate in the Centurion Wealth Investment Committee.
• Leverage technology to efficiently deliver best-in-class service.

Qualifications

• Minimum of five years of experience in wealth management, financial planning, or investment advisory services.
• Experience leading client meetings and managing ongoing client relationships.
• Strong knowledge of retirement, tax, estate, investment, and risk management planning concepts.
• Excellent verbal, written, and interpersonal communication skills.
• Strong presentation and relationship-building abilities.
• High attention to detail and strong organizational skills.
• Ability to prioritize and manage multiple client relationships simultaneously.
• Demonstrated integrity, professionalism, and commitment to client confidentiality.
• Must pass a background check.
• Bachelor’s degree in Finance, Economics, Business, or a related field; professional designations such as CPA, CFA® or EA credentials are preferred.
• Familiarity with financial planning software, CRM systems, and portfolio management tools; strong attention to detail and organizational skills.
• Ability to work on-site in Northern Virginia, VA, collaborate within a team environment, and adhere to high ethical and compliance standards.