Centura Wealth Advisory · 1 day ago
Associate Advisor
San Diego, CA
Full-time
Onsite
Mid Level
$65K/yr - $95K/yr
3+ years expCentura Wealth Advisory is an SEC Registered Investment Advisory firm headquartered in San Diego, providing innovative investment and wealth management services. The Associate Advisor will support Wealth Advisors in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients, while also contributing to the firm's growth and mentoring junior team members.
ConsultingFinancial ServicesWealth Management
Responsibilities
Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies and opportunities for consideration
Design and model income tax and estate planning strategies under the guidance of the Wealth Advisor
Prepare advanced planning deliverables for internal team review and client presentation, ensuring accuracy and clarity in Excel and other systems to effectively “tell the client story.”
Review client tax returns (personal, corporate, trust, and gift) to identify planning opportunities, errors, and overall financial positioning
Contribute technical insights, ask questions, and show hunger to learn during internal case preparation and planning discussions
Present planning deliverables and quarterly client performance review materials, including entity charts, balance sheets, and portfolio summaries
Assist Wealth Advisors in client meetings by clearly explaining assumptions, recommendations, and strategy rationale
Build and maintain strong client relationships through day-to-day interactions, listening for additional needs, assisting with questions or requests, and facilitating the flow of information to the advisory team
Provide best-in-class client service by supporting timely responses and accurate follow-up
Internally manages one of the team’s key revenue lines, providing weekly status updates to the team, tracking progress toward goals, and coordinating next steps
Support the management of the annual “Report Card” process for all wealth management clients through creation of proposed scope of work and recap of planning value added in the prior year
Identify process inefficiencies in client case development, documentation, and financial plan creation, recommending solutions to improve workflow and accuracy
Develop and implement systems, templates, and tools to enhance efficiency and standardization of the Liberated Wealth Process
Manage the team’s annual tax project by coordinating Diamond Team to ensure deadlines are met, project progress is tracked, and returns are accurate and complete
Coordinate with CPAs, EPAs, and other external professionals to support accurate implementation of tax, estate, and investment plans
Collaborate with external center’s of influence, client & their support team, and other internal departments to ensure alignment on planning strategy design & execution
Train and mentor Diamond Team interns through regular check-in meetings to support learning, questions, and professional growth
Perform other duties as assigned, contributing to a collaborative and high-performance team environment
Qualification
Required
Bachelor's degree in finance, Business Administration, Economics, or related field
Undergraduate degree – Required
Certified Financial Planning “CFP” designation - Required
3+ years minimum experience in wealth management
Proficient with Excel, Outlook, and Salesforce
Strong understanding of financial, tax, and estate planning principles and documentation
Technical proficiency with Salesforce, financial planning software, and Microsoft Office
Exceptional written and verbal communication skills
High emotional intelligence, adaptability, and transparency in fast-paced, client-focused environments
Hunger to learn and grow in the role, with willingness to ask questions and seek guidance when needed
Advanced proficiency in Excel, including formulas, formatting, and presenting data clearly
Ability to collaborate effectively with internal teams and external professionals while maintaining accuracy, timeliness, and quality of deliverable
Confident working with the UHNW/HNW
Preferred
Life & Health license in the State of CA
Company
Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned & precise.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jonathan Freeman
Chief Operating Officer
Recent News
PR Newswire
2022-01-24
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