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Centurion Wealth Management

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Great place to grow and build relationships - Director of Operations Centurion Wealth Management Employee Review

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.

Explore other reviews about Centurion Wealth Management

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!

1
5.0
1 July 2019
Recommend
CEO approval
Business outlook

Pros

I have had the pleasure of working with Centurion Wealth Management on a variety of different topics and areas within the firm. They are always open to ideas, and very attentive as they continue to build a company that provides an unforgettable experience to their clients. The team they have built (and continue to build) is spectacular. Being part of a team that is very innovative and forward thinking is quite refreshing, and you certainly feel it when you work together. The mindset of "this is how we've always done it in the past therefore we can't change" is non-existent. The culture of the firm is fantastic.

Cons

Difficult question to answer, as it hard to pinpoint a "con". I believe as the firm continues to grow and provide exceptional service to their clients, delegation among team members will be key.

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