Experienced Financial Advisor (With Own Book of Business)

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

CFP®, CFA®, or other relevant designations preferred.

Why Join Centurion Wealth Management?

Apply today to explore how Centurion Wealth Management can be the right fit for your practice.   Powered by JazzHR