Associate Wealth Advisor

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 toward becoming a Wealth Advisor.

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 eventually 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