
11 - 50 employees
Founded 2018
๐ผ Consulting
๐ก๏ธ Insurance
๐ธ Finance
Consulting โข Insurance โข Finance
Centura Wealth Advisory is a financial advisory firm that specializes in sophisticated tax planning services designed to deliver exponential value to its clients. Catering primarily to business owners and executives, Centura focuses on understanding individual financial strategies to maximize tax savings and manage wealth effectively. With a strong emphasis on personalized service, they aim to provide clients with insights into navigating complex financial situations, especially during significant events like business exits.
๐ก We watch Centura Wealth Advisory's careers page
Several times a day
how often we check
2
roles posted in the last 30 days
Selected: ๐ Date Added.
๐ October 21
Associate Advisor modeling tax, investment, and estate strategies for affluent families at an SEC-registered investment advisory firm. Supporting Wealth Advisors with analysis, tax returns, presentations, and client meetings.
๐ California โ Remote
๐ต $95k - $116k / year
โฐ Full Time
๐ก Mid-level
โจ Associate
๐ป Ghost score 0%
๐ September 21
Wealth Advisor growing UHNW client relationships, assets under management, and revenue for Centuraโs investment and wealth management firm. Delivering advanced investment, tax, estate, and insurance planning.
๐บ๐ธ United States โ Remote
๐ต $150k - $200k / year
โฐ Full Time
๐ก Mid-level
๐ Senior
๐ฐ Account Manager
๐ป Ghost score 3%
๐ May 12
Sourcer building pipelines and recruiting independent wealth advisors for Centura Wealth Advisoryโs M&A growth initiatives. Evaluating targets, cultivating relationships, and informing acquisition strategy.
๐บ๐ธ United States โ Remote
๐ต $89.2k - $90.8k / year
โฐ Full Time
๐ก Mid-level
๐ Senior
๐ฏ Recruiter
๐ป Ghost score 41%
๐ March 24
Wealth Advisor leading portfolio strategy, investment sales, and AUM growth for Centuraโs HNW and UHNW clients. Managing deployments, alternatives, reporting, and ongoing portfolio oversight.
๐บ๐ธ United States โ Remote
๐ต $150k - $200k / year
โฐ Full Time
๐ Senior
๐ด Lead
๐ธ Financial Planning and Analysis (FP&A)
๐ป Ghost score 41%