Wealth Advisor, Technician

In this role, you will deliver white-glove service to high-net-worth and ultra-high-net-worth clients by providing sophisticated tax planning, wealth transfer strategies, and balance sheet optimization. You will work in close coordination with a dedicated advisory team, serving as the subject matter expert and internal leader driving the evaluation, presentation, and execution of sophisticated tax planning, complex wealth transfer, and comprehensive balance sheet optimization strategies.

Your primary focus is the proactive assessment and implementation of advanced federal and state tax mitigation strategies, ensuring every solution is seamlessly integrated and aligns with our clients' multi-generational planning objectives.

Primary Responsibilities:

• Serve as the subject matter expert leading the evaluation, introduction, discussion, and implementation of CWA-approved consulting strategies.

• Continuously assess the suitability of new or emerging income and estate tax mitigation strategies, ensuring alignment with client goals and evolving tax landscapes.

• Collaborate closely with other Consulting team members to prepare and deliver client presentations and meeting materials.

• Contribute to the coordination of the daily operations of cross-functional teams to ensure efficient workflow, performance optimization, and alignment with organizational goals.

• Provide structured internal education, mentorship, and technical coaching to team members regarding the design, application, and implementation of complex Consulting strategies.

• Utilize technology, established processes, and team resources to drive Consulting team results and support firm-wide growth objectives.

• Help build and maintain the firm’s reputation as a cutting-edge, client-centric organization for high-net-worth and ultra-high-net-worth individuals and families.

• Perform other duties as assigned, contributing to a collaborative and high-performance team environment.

Knowledge Skills and Abilities:

• Ability to effectively engage UHNW clients, build deep trust, and deliver a clear, highly compelling, and sophisticated value proposition.
• Demonstrates strong interpersonal skills, fostering positive relationships with both internal team members and external clients.
• Possesses deep expertise in Centura’s consulting strategies for UHNW clients, along with a clear understanding of how successful implementation impacts other departments and lines of business.
• Actively contributes to achieving both individual and team business development goals, while tracking and monitoring progress toward those goals.
• Adheres to Centura’s sales pipeline management processes using Salesforce and thrives in a collaborative team environment with aligned professionals.
• Maintain expert and up-to-date knowledge of key developments in taxation, regulation, legal frameworks, and advanced investment strategies, proactively identifying and presenting new planning opportunities.
• Demonstrates excellent presentation and written communication skills, essential for delivering complex information with clarity and impact.

Minimum Qualifications:

• Bachelor’s degree
• Series 65 or Series 6
• Minimum of 8 years of financial advisory experience, with a strong focus on income and estate tax mitigation strategy evaluation and implementation
• At least 4 years of direct management experience with a proven track record of coaching success.
• Familiarity with corporate restructuring and M&A transactions
• Proficiency in key software applications, including:
  • Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Visio, etc.)
  • Salesforce – Preferred
• Certified Financial Planner™ (CFP®), CPA, JD, or LL.M – Preferred
• California Life Insurance License – Preferred

Competencies:

• Grit
• Relationship Building
• Accountability
• Communication
• Emotional Intelligence
• Results Oriented
• Teamwork
• Client Orientation
• Influencing Others
• Decision Making

Centura Investment 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. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We 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.