Wealth Management Advisor

About the company

Centurion Wealth Management is a growing financial planning and wealth management practice focused on helping individuals, families, and business owners achieve financial confidence through personalized advice and exceptional service. We are seeking a motivated, client-focused Wealth Management Advisor to join our team and support our expanding client base.

What You Will Do

• Serve as the primary advisor for assigned client households
• Build and maintain strong client relationships through proactive communication and exceptional service
• Conduct client review meetings and address planning and investment-related questions
• Aid in preparing and delivering comprehensive financial plans
• Support investment implementation, account management, rollovers, transfers, and ongoing client service needs
• Prepare for client meetings, document follow-up items, and coordinate next steps
• Collaborate closely with the Lead Advisor and operations team
• Participate in business development efforts and grow your own client base over time
• Uphold all regulatory, ethical, compliance, and firm standards

What We Are Looking For

• Required Qualifications:
• 3+ years of experience in wealth management, financial planning, financial advising, or a 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 organization, follow-through, and attention to detail
• High level of professionalism, integrity, and accountability
• Ability to work independently while contributing to a collaborative team environment
• Preferred Qualifications:
• Bachelor’s degree in Finance, Business, Economics, or related field
• Experience conducting client meetings and managing ongoing relationships
• Growth-oriented mindset with a desire to develop as both an advisor and business builder

Why Join Centurion?

• Established Client Base: Step into a role servicing approximately 50 existing client households
• Mentorship & Support: Work directly alongside an experienced Lead Advisor
• Growth Potential: Build your own book while leveraging the firm’s infrastructure and support
• Flexible Structure: Opportunity available as W-2 or 1099
• Team-Oriented Culture: Join a collaborative practice focused on delivering an exceptional client experience