Wealth Advisor, Investments

🕒 March 24

🇺🇸 United States – Remote

💵 $150k - $200k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 41%

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Centura Wealth Advisory

WebsiteLinkedInAll Job Openings

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

• Serve as the investment lead within the Diamond Team • Drive Assets Under Management growth, portfolio strategy, and ongoing investment management for HNW and UHNW clients • Position, present, and deliver portfolio recommendations for new client opportunities • Own the investment sales process, including follow-ups, objection handling, recommendation refinement, and closing • Oversee asset transfer and funding from client commitment through settlement • Maintain investment pipeline activity and conversion outcomes in Salesforce • Own portfolio proposal analysis, design, and client-facing deliverables • Analyze portfolios to identify gaps, risks, and opportunities • Develop customized, tax-aware investment strategies aligned with client goals, liquidity needs, and risk tolerance • Develop and manage phased portfolio deployment plans for newly onboarded clients • Track deployment milestones and coordinate with operations and service teams • Confirm full deployment and transition clients to ongoing management • Monitor existing client portfolios against objectives, risk parameters, and changing circumstances • Adjust portfolios and identify rebalancing, repositioning, and optimization opportunities • Evaluate and integrate alternative investments, including private equity, private credit, and real estate • Lead client outreach, education, allocation execution, documentation, funding, and monitoring for alternative investments • Own investment performance reporting, quality control, and client delivery • Review Addepar reporting outputs and resolve discrepancies • Translate performance results into client-friendly insights and market commentary • Lead or support investment portions of client review meetings • Collaborate with the Wealth Advisor, Associate Advisor, Paraplanner, Investment Committee, operations, and service teams • Maintain accurate investment activity records in Salesforce and Addepar • Follow compliance, fiduciary, and regulatory requirements • Build and maintain Centura’s reputation as a sophisticated wealth management firm serving UHNW individuals and families • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree in finance, Business Administration, Economics, or related field • Series 65/6 required • Successful sales track record • 8+ years of financial advisory or investment management experience • Proven track record of hitting sales quotas and achieving growth to gather AUM • Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, etc.) • Deep knowledge of asset allocation, portfolio construction, risk management, and performance analysis • Strong understanding of public and private markets, including equities, fixed income, private equity, private credit, and real assets • Expertise in alternative investment vehicles and structures • Knowledge of HNW and UHNW client needs, tax-aware investing, portfolio transitions, liquidity planning, and long-term wealth preservation • Strong consultative sales and closing skills • Experience developing portfolio deployment plans and delivering ongoing portfolio monitoring and strategy • Experience owning investment performance reporting processes • Effective written and verbal presentation and communication skills • Strong business development and pipeline management skills • Ability to build and maintain trusted relationships with HNW/UHNW clients and prospects • Ability to collaborate within a diamond team model • Strong organizational and project management skills • Proficiency with Addepar, Salesforce, Asana, and Microsoft Office Suite • Strong analytical and data-driven decision-making capabilities • Understanding of regulatory, compliance, and fiduciary standards applicable to investment advisory services • CFP or CFA preferred • Experience with Salesforce, Addepar, and Asana preferred

🏖️ Benefits

• Equal Opportunity Employer • Diverse and inclusive work environment • Exempt position paid according to applicable state law

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