Jobs at Centura Wealth Advisory

Supports Wealth Advisors serving high-net-worth clients by reviewing planning drafts, modeling tax and estate scenarios, analyzing tax returns, identifying planning opportunities, and preparing presentation materials. The role attends client meetings, coordinates with advisors, paraplanners, CPAs, and estate planning attorneys, and contributes technical insights while ensuring accurate, timely deliverables.

Leads client and prospect meetings, advances qualified opportunities through close, and sells tax and wealth-planning advisory engagements. Applies advanced tax knowledge to explain strategies, risks, and limitations; builds trusted relationships with high-net-worth clients; manages pipeline and revenue ownership; coordinates execution across teams; and improves sales processes and client experience.

Leads Centura’s people strategy, culture, employee engagement, performance management, benefits, leave and accommodation processes, workers’ compensation, HR compliance, policy updates, and team development. Partners with leadership on talent, compensation, organizational effectiveness, employee relations, and regulatory compliance while managing open enrollment, HR systems, workforce analytics, and employee development programs.

Marketing intern supporting digital marketing, CRM administration, campaign coordination, event tracking, email copy, content creation, website maintenance, brand-standard documents, and market review production. The role offers hands-on experience in wealth management marketing and business development while requiring onsite work in San Diego during the academic year and summer.

Supports wealth advisors with investment and alternative-investment research, portfolio and client-data maintenance, financial exhibits, custodian paperwork, client applications, presentations, and client communications. The intern develops practical skills in investment management, financial planning, and client service while using Salesforce, Morningstar, Orion, Wealth Access, and Microsoft Office.

Build and manage high-net-worth and ultra-high-net-worth client relationships within Centura’s wealth advisory platform. Transition existing books of business, identify tax, estate, investment, insurance, and cash flow planning opportunities, collaborate with internal consulting teams, deliver client solutions, and grow and retain assets under management. Candidates may join as RIA firm owners or advisors bringing an existing book.

Leads investment sales and AUM growth for HNW and UHNW clients while owning portfolio proposals, deployment, monitoring, alternative investment integration, and performance reporting. Partners with wealth advisors and investment teams to develop tax-aware strategies, close new business, manage client portfolios, and deliver clear investment insights. Maintains CRM and portfolio platform records, supports compliance and fiduciary standards, and builds long-term client relationships.

Sources and recruits independent wealth advisors and advisory teams for mergers, acquisitions, and tuck-in growth initiatives. Builds prospect pipelines through networking, referrals, events, research, and proactive outreach; evaluates candidates using financial and qualitative criteria; develops long-term relationships; provides market intelligence and recommendations; and maintains pipeline records and reports. Partners with M&A, legal, operations, and executive teams while representing the firm’s value proposition to prospective advisors.

Lead relationships with high-net-worth and ultra-high-net-worth clients, grow assets under management and revenue, expand client relationships, manage sales pipelines in Salesforce, and deliver coordinated advice across investments, tax, estate, and insurance. The role requires consultative selling, complex financial communication, asset retention, business development, and collaboration with sales, marketing, and product teams.