Welcome to the next stage of your career journey. At Centric, you’ll be working alongside some of the best professionals in the business—for a firm that values individual intellect as much as teamwork.
Become a Partner.
It isn't easy, but it is one of the many reasons experienced advisors join us.
Other reasons include
You will have the power and freedom to build your practice your way.
Complete Independence. Open product architecture to meet your clients needs and objectives – including fee based wealth management and investment advice with an independent RIA.
Access to the infrastructure of scale and stability to help you build and protect your practice. Our practice development platform will assist you with building a profitable and sustainable business model.
We believe technology should be simple to use, innovative, and have a continuous focus on increasing advisor efficiency. Our firm’s technology platform allows you to spend less time managing technology and more time with your existing and prospective clients.
From Chartered Financial Analysts to Certified Financial Planner practitioners. We give you the integration with a powerful network of financial professionals that facilitates shared expertise and business acumen.
You will have the ability to work on cases with other senior advisors. Additionally, mentorship opportunities are available.
From expense accounts and car allowances to team profit sharing plans, our compensation and recognition programs are designed to reward your business growth.
We have multiple affiliation models including traditional benefits contracts and independent contracts.
We have the blueprint for you to build and sustain a
Million Dollar Practice.
It's Proven, Predictable, and Transferable.
Learn about one another and determine if our values match each other's.
Showcase the integration between your practice Wish List and our million dollar practice blueprint.
Make a true apples to apples comparison of compensation based on prior and future revenues.
Establish mutually agreed upon timeline for transition and onboarding.
Sometimes being different is hard to explain. But not to us.
We clearly know why our stakeholders are proud to work for Centric.
Our clients' interests come first.
We value working in partnership and relationships.
Individuals and their contributions are valued and respected.
We believe in a quality-oriented, long-term client relationships, that become stronger as the years pass by.