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Experienced Financial Advisor (With Own Book of Business)

Experienced Financial Advisor (With Own Book of Business)

Centurion Holdings LLCCheshire, CT, US
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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.   Powered by JazzHR

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