Associate Financial Advisor

CENTURION HOLDINGS LLC · United States

Benefits:

• Bonus based on performance
• Flexible schedule

• Serve as the primary advisor for approximately 50 existing client households.
• Build and maintain strong client relationships through proactive communication and exceptional service.
• Conduct client review meetings and address routine planning and investment-related questions.
• Identify opportunities to enhance client relationships and improve overall client outcomes.
• Ensure all client requests and service needs are completed accurately and efficiently.

• Gather and analyze client financial information.
• Assist in the preparation and delivery of comprehensive financial plans.
• Participate in strategy discussions and client recommendation development.
• Support investment implementation and account management activities.
• Facilitate account openings, transfers, rollovers, and ongoing account maintenance.
• Execute trades and account servicing activities consistent with firm policies and licensing requirements.

• Prepare meeting agendas, reports, and planning materials.
• Attend and participate in client meetings.
• Document meeting notes and follow-up action items.
• Coordinate implementation of planning recommendations and ensure timely completion of client commitments.

• Develop and nurture referral opportunities.
• Participate in business development initiatives and client events.
• Build and grow a personal book of business over time.
• Collaborate with the Lead Advisor to identify opportunities for practice expansion and client engagement.

• Partner with the operations team to ensure a seamless client experience.
• Support compliance requirements and maintain accurate client records.
• Adhere to all regulatory, ethical, and firm standards.
• Contribute to a collaborative, team-oriented culture focused on delivering an outstanding client experience.

• 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 organizational and follow-through abilities.
• High level of professionalism, integrity, and attention to detail.
• Ability to work independently while collaborating effectively within a team environment.

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Experience conducting client meetings and managing ongoing client relationships.
• Growth-oriented mindset with a desire to develop as an advisor and business builder.