Wealth Advisor, Relationship Manager

🕒 September 21

🇺🇸 United States – Remote

💵 $150k - $200k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 3%

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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

• Lead relationships with high-net-worth and ultra-high-net-worth clients • Drive growth of assets under management and revenue through existing client relationships • Expand client relationships and increase share of wallet by integrating multiple services • Convert new opportunities and deliver advanced investment, tax, estate, and insurance planning strategies • Manage and advance a pipeline of opportunities using Salesforce • Build, strengthen, grow, and retain a book of business across products and services • Provide client service and sales support focused on advice implementation and asset consolidation coordination • Identify sales and asset retention opportunities through industry knowledge and personalized advice • Coordinate sales cycle management and follow through on asset growth opportunities • Collaborate with sales, marketing, product, and other internal teams • Help maintain Centura’s reputation as a cutting-edge, client-centric organization • Contribute to a collaborative, high-performance team environment

🎯 Requirements

• Bachelor’s degree • Series 65 or Series 6 • Minimum of 6 years of financial advisory experience, with a strong focus on serving UHNW clients • Demonstrated success in managing client relationships within an RIA or broker-dealer environment • Familiarity with corporate restructuring and M&A transactions • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Visio, etc.) • Proficiency in Addepar • Proficiency in RightCapital • Salesforce – Preferred • Certified Financial Planner™ (CFP®), CPA, JD, or LL.M – Preferred • California Life Insurance License – Preferred • Ability to lead complex financial conversations with UHNW clients and provide white-glove client support • Knowledge of taxation, regulation, legal frameworks, and investment strategies • Excellent presentation and written communication skills

🏖️ Benefits

• Equal Opportunity Employer • Diverse and inclusive work environment • Employees feel valued and respected

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