Teams 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.