Associate Wealth Advisor

Associate Wealth Advisor /

Financial Planning Associate Location:

Austin, TX Company:

Centennial Advisors At Centennial Advisors, we help everyday families make retirement simple, secure, and stress-free. We are growing rapidly and looking for a driven, coachable, and relationship-oriented recent college graduate to join our Austin office and begin a long-term career path of serving families with their retirement goals. This is not a back-office role. This is a hands-on training opportunity designed for someone who wants to learn the full client experience from the ground up — sitting in meetings with advisors, supporting financial planning conversations, assisting with paraplanning, and developing into a trusted advisor over time. If you are hungry to learn, love helping people, and want to be part of a high-performing team that is "All In," we want to meet you. What You'll Do You will work directly alongside experienced advisors and planners to learn every aspect of servicing and advising clients.

Responsibilities Include:

Sit in client meetings with Wealth Advisors and CFP® professionals Assist with financial plan preparation and paraplanning Help prepare retirement income, investment, tax, and estate planning analyses Take meeting notes and follow through on action items Support client onboarding and ongoing servicing workflows Learn our retirement planning process and advisor meeting structure Assist advisors with client relationship management and follow-up Participate in training, roleplay, and professional development Learn how to deliver an exceptional client experience Collaborate with operations and client service teams to ensure smooth execution Gradually take on more client-facing responsibilities as training progresses Who We're Looking For This role is ideal for a recent graduate who wants to build a long-term career in financial planning and become a wealth advisor.

Qualifications:

Bachelor's degree in Financial Planning, Finance, Personal Financial Planning, or related field Strong communication and interpersonal skills Highly organized with strong attention to detail Coachable, positive, and eager to learn Comfortable working in a fast-paced, team-oriented environment Professional presence and strong work ethic Passion for helping families gain financial confidence What Makes Centennial Different At Centennial, culture matters. We are building something special and want team members who align with our core values: A Servant's Heart We believe financial planning is ultimately about serving people well. We look for team members who genuinely care about others, lead with humility, and are passionate about helping families gain confidence and peace of mind in retirement. We Do Extra — Because Extra Is Who We Are We go above and beyond for clients and teammates in every interaction. To Infinity and Beyond We are constantly learning, improving, and growing together. All In We show up with ownership, commitment, and pride in everything we do.

Our mission is simple:

Making Retirement Simple, Secure, and Stress-Free. What You'll Gain Direct mentorship from experienced Wealth Advisors and CFP professionals Hands-on client meeting experience from day one Clear career path toward becoming a servicing or lead advisor Exposure to comprehensive retirement planning strategies Ongoing training and professional development Compensation & Benefits Competitive entry-level salary Bonus opportunities CFP® support and professional development Health benefits Paid time off Growth opportunities within the firm To Apply If you're ready to start your career in financial planning with a firm that is growing fast and committed to excellence, we'd love to hear from you. Please submit your resume and a brief introduction explaining why you're interested in becoming a Wealth Advisor with Centennial Advisors.

Pay:

$60,000.00 per year

Benefits:

401(k) Health insurance

Work Location:

In person