Centura Wealth Advisory
11 - 50 employees
Founded 2018
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • 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.
Associate Advisor
🕒 October 21
Where this job comes from
Posted on Centura Wealth Advisory's careers page, not through a job board
First seen by Remote Rocketship October 21
Centura Wealth Advisory
11 - 50 employees
Founded 2018
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • 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.
📋 Description
• Support the Wealth Advisor in delivering financial, tax, investment, and estate planning for high-net-worth clients • Review paraplanner drafts for accuracy and completeness • Prepare tax planning strategies and opportunities from client facts, assumptions, and goals • Design and model income tax and estate planning scenarios under Wealth Advisor guidance • Review client tax returns to identify planning opportunities, errors, and overall financial positioning • Identify errors and planning opportunities in analysis and propose fixes • Build analysis exhibits for Wealth Advisor presentations • Attend client meetings to support the Wealth Advisor and explain assumptions • Collaborate with Wealth Advisors, paraplanners, CPAs, and EPAs on case preparation and assigned items • Answer team questions about assigned work and perform other duties as assigned
🎯 Requirements
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field (required) • 3+ years of experience in wealth management • Proficient with Excel, Outlook, and Salesforce • Strong understanding of financial, tax, and estate planning principles and documentation • Exceptional written and verbal communication skills • Ability to build scenario models in Excel and run planning software without help • Certified Financial Planner (CFP) designation (strongly preferred) • Life & Health license in the State of CA (optional)
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