Experienced Financial Advisor (With Own Book of Business)

Centurion Holdings LLC

Cheshire, CT

Apply

JOB DETAILS

JOB TYPE

Full-time

SKILLS

Alliance/Partner Management, Business Development, Business Skills, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Service Management, Customer Support/Service, Develop and Maintain Customers, Estate Planning, Financial Planning, Financial Strategy, Insurance, Investment Management, Investment Services, Licensing, Maintain Compliance, Marketing Strategy, Operational Support, Operations Research, Regulatory Compliance, Relationship Management, Retirement Planning, Risk Management, Sales Management, Sales Prospecting, Series 66, Series 7, Standards of Care, Wealth Management

LOCATION

Cheshire, CT

POSTED

30+ days ago

About the Role

Centurion Wealth Management is seeking an experienced Financial Advisor with an established book of business to join our firm. This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships.

Key Responsibilities

• Manage and grow your own book of business under the Centurion Wealth Management umbrella, delivering high-touch financial planning and investment management services.
• Build and maintain strong client relationships by developing customized financial strategies tailored to their unique goals.
• Provide comprehensive financial planning, including retirement, tax-efficient investing, estate planning, and risk management.
• Leverage our advanced technology, investment platform, and research to enhance client service and portfolio management.
• Identify new business opportunities through referrals, networking, and strategic partnerships.
• Maintain compliance with industry regulations and firm policies while upholding the highest standards of client care.

Qualifications & Skills

• Experience: Minimum 5 years as a financial advisor, wealth manager, or similar role.
• Book of Business: To be considered you MUST have an established client base that can transition with you and a proven track record of growth and retention.
• Licensing: Series 7, Series 66 (or 65 & 63), and appropriate state insurance licenses required. CFP®, CFA®, or other relevant designations preferred.
• Client-Centric Approach: Strong relationship management skills and a commitment to exceptional client service.
• Business Development: Ability to expand your practice through referrals, marketing strategies, and professional networking.

Why Join Centurion Wealth Management?

• Independent Platform: Operate under the Centurion Wealth Management brand while maintaining control over your client relationships and retaining full equity in your practice.
• Competitive Compensation: Attractive payout structure with transition support for your existing book.
• Comprehensive Support: Access to top-tier financial planning tools, investment research, and dedicated operational support.
• Scalability & Growth: Resources to help you scale your practice, acquire new clients, and enhance service offerings.

If you are a seasoned financial advisor looking for a platform that values independence, offers robust resources, and supports your long-term growth, we would love to connect. Apply today to explore how Centurion Wealth Management can be the right fit for your practice.

About the Company

Centurion Holdings LLC

Resume Resources

Free Resume Templates Free Resume Builder