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Centurion Wealth Management

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Growing Washington Metro Area Wealth Management Firm - Client Services Associate Centurion Wealth Management Employee Review

5.0
27 Jun 2019
Recommend
CEO approval
Business outlook

Pros

Great firm values and company culture. Strong leadership from firm Partners that provide clients and team with decades of industry experience. Opportunities for professional development and advancement with the ability to grow with and within the firm. Recently ranked as a Top Financial Advisor in the DC, Maryland, and Virginia (Tri-State) area by AdvisoryHQ.

Cons

Office space is shared with other firms under the Broker Dealer. As the firm continues to grow it will likely have its own space.

Explore other reviews about Centurion Wealth Management

5.0
25 Jan 2023
Recommend
CEO approval
Business outlook

Pros

I had the pleasure of working at Centurion in various roles over my almost four year tenure. The dynamic nature of the firm makes it an exciting and fulfilling place to work. I fondly remember my interview process and the partners excitingly speaking of their plans for the firm – the goals that they outlined all those years ago have been met, and in many cases exceeded. They are on an extraordinary growth trajectory and continue to work both in and on their business. During my time at Centurion I developed great relationships with my colleagues, I am pleased to say I am still in contact with most of these former colleagues. The relationships at Centurion are the cornerstone of their business – the employee relationships and those with their clients. The value placed on care and support of both colleagues and clients are parallel to none. I respect Centurion and would gladly recommend the firm to future employees and clients alike.

Cons

The firm is rapidly growing, which entails change. If you are looking for a dynamic environment this is for you, if you are a change adverse individual keep in mind the firm's goals and growth plan.

5.0
3 Nov 2022
Recommend
CEO approval
Business outlook

Pros

Centurion supports growth & opportunity. It was the hardest decision to leave this firm. I was excited to go to work everyday. My colleagues and management were supportive, encouraging, and I always felt extremely taken care of. The firm is growing rapidly and it was an honor to be apart of it and see the team come together to support our firm’s goal. We work really hard, but always knew how to have fun too, we have off site team bonding activities and always shared lots of laughs and enjoyed each others company. I loved every second of being apart of the centurion family and would’ve stayed for my entire career if I wasn’t relocating for personal reasons. CWM is truly such a great place to work. Especially if you want to have room to grow and excel. They support designations if you wish to work towards them & work with you on how you want your career path to go. I wish them all the best and have gained multiple mentors here that I am so thankful for and for their consistent guidance and support, even on my departure with the firm. Truly one of a kind place to work! And the Centurion rocket ship is rapidly accelerating each and everyday! I highly recommend hopping on board if you get the opportunity to.

Cons

No cons, aa place to grow and excel with the firm’s full support!

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