Jobs at Centura Wealth Advisory

Leads the development and execution of Centura’s advisor recruiting program for mergers, acquisitions, and tuck-ins. Builds sourcing, qualification, evaluation, and closing frameworks; develops advisor value propositions and candidate experiences; creates acquisition pipelines; monitors wealth-management trends; establishes recruiting standards; and aligns senior stakeholders across the organization. The role requires entrepreneurial leadership, consultative selling, deep knowledge of advisor economics, and extensive independent wealth-management experience.

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 serving high-net-worth clients by modeling tax, investment, and estate planning strategies; preparing client deliverables; reviewing tax returns; assisting with client meetings; coordinating external professionals; managing tax and reporting projects; improving processes; and mentoring interns.

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.

Owns personal and team qualified first-meeting targets for a casualty loss and wealth management business. The role leads outbound prospecting, referral follow-up, lead qualification, CRM workflows, funnel diagnostics, KPI management, and team coaching. It builds referral relationships with Centers of Influence, supports hiring and onboarding, and hands qualified opportunities to Sales for closing. Candidates need tax-return knowledge, professional-services sales or business development experience, CRM proficiency, and the ability to work onsite in San Diego.

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.

Leads Centura’s end-to-end client and advisor experience strategy, technology roadmap, AI-enabled workflow development, and business development readiness. Oversees core wealth management systems, integrations, vendors, MSP relationships, technology budgets, third-party risk, data governance, security, and uptime. Partners with executives, advisors, custodians, and operations teams to improve onboarding, service delivery, productivity, and growth while building and managing the function.

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.