Centura Wealth Advisory is expanding through strategic mergers and tuck-ins, and we're looking for firm owners and advisors who want more than a transaction. If you own an RIA and are ready to join a larger, more sophisticated platform, or you carry a book of business and want the backing of an established team, there's a path built for you.
Every advisor who joins delivers the same foundation: the Liberated Wealth® framework, spanning tax, investment, estate, insurance, and cash flow planning, for high-net-worth and ultra-high-net-worth clients.
Two Paths to Join
For Firm Owners
You own an RIA and are ready to bring your team into a larger platform.
- Book / AUM: $200MM–$1B, team of up to ~10
- Experience: 15+ years in advisory or investment management, with a strong HNW/UHNW focus
- Licensing: Series 65 (active or attainable)
- Preferred: 5+ years serving UHNW clients (>$20MM), and either charges planning fees or originates life insurance
For Advisors Bringing a Book
You carry a book of business and want to join a sophisticated RIA without the burden of running a firm.
- Book / AUM: $50MM–$1B
- Experience: 10+ years in advisory or investment management, with a strong HNW/UHNW focus
- Licensing: Series 65 (active or attainable)
- Preferred: 5+ years serving UHNW clients, and either charges planning fees or originates life insurance
What You'll Do
- Transition your existing client relationships onto Centura's fee-based, insurance-friendly planning platform
- Lead client conversations that uncover planning opportunities across tax optimization, estate planning, and investment strategy
- Partner with Centura's internal consulting teams to develop high-impact deliverables and translate complex strategies into clear client decisions
- Grow and retain assets under management by integrating multiple services into each client relationship
- Help build and maintain Centura's reputation as a client-centric firm for HNW and UHNW individuals and families
What You Bring
- A proven track record of managing and growing a book of HNW/UHNW client relationships
- Ability to lead complex financial conversations and deliver a clear, compelling value proposition
- Strong interpersonal skills and a collaborative approach to a team-based advice model
- Up-to-date knowledge of taxation, regulation, and investment strategy, with an eye for new planning opportunities
- Excellent presentation and written communication skills
Minimum Qualifications
- Bachelor's degree
- Active or attainable Series 65
- Minimum years of financial advisory experience per path above, with a strong focus on serving UHNW clients
- Demonstrated success managing client relationships within an RIA or broker-dealer environment
Preferred Qualifications
- CFP®, CFA, CPA, or EA
- Life Insurance License (California or other state)
- Proficiency in Microsoft Office Suite and Salesforce
Competencies
- Client Influence & Trust-Building
- Strategic Thinking
- Collaboration in a Team-Based Advice Model
- Relationship Building
- Accountability
- Communication
- Emotional Intelligence
- Results Oriented
- Client Orientation
- Decision Making
Why Centura Wealth Advisory
Liberated Wealth® is a true differentiator, not a commodity pitch. Centura pairs insurance-friendly economics with a structured team model. Advisors focus on delivering planning, investment, and insurance solutions to ultra-high-net-worth clients while our Business Development and Marketing teams deliver quality leads and clients.
Our values: Accountability · Excellence · Passion · Humility · Transparency · Collaboration
Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative investment and wealth management services to affluent families, business owners, and corporate executives. We've been crafting sophisticated financial solutions as a team since 2005.
Centura Wealth Advisory is an Equal Opportunity Employer. We welcome applicants from all backgrounds and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
To learn more, contact:
Melody Troehler, Sr. Manager – Talent Acquisition
[email protected]
Skills Required
- Bachelor's degree
- Active or attainable Series 65 license
- For firm owners: 15+ years in advisory or investment management
- For advisors bringing a book: 10+ years in advisory or investment management
- Strong focus on serving high-net-worth and ultra-high-net-worth clients
- Proven track record managing and growing a book of high-net-worth or ultra-high-net-worth client relationships
- Demonstrated success managing client relationships within an RIA or broker-dealer environment
- Excellent presentation and written communication skills
- CFP, CFA, CPA, or EA
- Life Insurance License
- Proficiency in Microsoft Office Suite and Salesforce
- For firm owners: $200MM-$1B book or AUM and a team of up to approximately 10
- For advisors bringing a book: $50MM-$1B book or AUM
- Five or more years serving ultra-high-net-worth clients
- Charges planning fees or originates life insurance
What We Do
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth (SM) process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals. Ready to take your wealth from burdened to Liberated? Call us today to begin your journey with Centura Wealth Advisory. 858-771-9500. CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/.
