Experienced Financial Advisor (With Own Book of Business)
Centurion Holdings LLC
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. 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 Minimum 5 years as a financial advisor, wealth manager, or similar role. Book of Business: 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. #J-18808-Ljbffr Centurion Holdings LLC
$50 - $60 per hour
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...offering advice and guidance to financial center clients through the... ...advice and guidance that align with client financial goals and... ...experience and proven success with business‑to‑business sales and/or... ...and working relationships. Is experienced with outbound phone sales....SuggestedHourly payShift workDay shift$125k - $175k
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New Haven, CT8 days ago- SageSure is looking for an Actuarial professional in Cheshire, Connecticut, to manage interns and lead projects across various actuarial disciplines. Ideal candidates will hold a Bachelor’s degree in Actuarial Science or a STEM field, have 2-4 years of experience, and be...
- .... Ideal candidates possess a Bachelor’s degree, 0-3 years of actuarial experience, and strong analytical skills. SageSure offers a supportive work culture with opportunities for professional growth within catastrophe-exposed property insurance. #J-18808-Ljbffr SageSure
$61k - $250k
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$100k - $110k
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Wells Fargo
Hamden, CT2 days ago
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