About this role
Experienced Financial Advisor (With Own Book of Business) at Centurion Holdings LLC. Location: Cheshire, Connecticut, United States. Role: Manage book, Grow clients, Provide planning Requirements: Experienced financial advisor with 5+ years, established client base, Series 7/66 or 65/63, and state insurance licenses; CFP/CFA preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Financial planning software, Investment research Certifications: series 7, series 66, series 65, series 63, state insurances Commitment: Full Time Workplace: Onsite Languages: English