In this role, you will lead relationships with high-net-worth and ultra-high-net-worth clients, driving both client outcomes and firm growth. This includes expanding existing relationships, converting new opportunities, and delivering advanced planning strategies across investments, tax, estate, and insurance. This role is designed for advisors who excel at consultative selling, thrive in complex client situations, and are motivated to grow assets under management within a collaborative, team-based environment.
Primary Responsibilities:
Drive growth of AUM and revenue through expansion of existing client relationships
Increase “share of wallet” by integrating multiple services into client relationships
Actively manage and advance a pipeline of opportunities using Salesforce
Build a book of business by strengthening UHNW client relationships across all products and services, and by growing and retaining assets
Provide client service and sales support focused primarily on advice implementation and asset consolidation coordination
Identify sales and asset retention opportunities by understanding industry trends and offering personalized advice on services and products
Coordinate sales cycle management activities, including follow-through on asset growth opportunities, to ensure timely sales execution
Collaborate with internal teams, including sales, marketing, and product teams, to align client needs with company 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 lead complex financial conversations with UHNW clients and provide white-glove client support.
Effectively engages clients and builds trust by delivering a clear and compelling value proposition.
Demonstrates strong interpersonal skills, fostering positive relationships with both internal team members and external clients.
Ability to build expertise in Centura’s consulting strategies for UHNW clients.
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, consistently advancing opportunities to close and thrives in a collaborative team environment with aligned professionals.
Maintains up-to-date knowledge of key developments in taxation, regulation, legal frameworks, and investment strategies, proactively seeking new planning opportunities that benefit clients.
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 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 key software applications, including:
Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Visio, etc.)
Salesforce – Preferred
Addepar
RightCapital
Certified Financial Planner™ (CFP®), CPA, JD, or LL.M – Preferred
California Life Insurance License – Preferred
Competencies:
Client Influence & Trust-Building
Pipeline Discipline
Strategic Thinking
Collaboration in Team-Based Advice Model
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.
Pay:
This position is exempt and is paid according to the laws of the State of California or if remote the state in which the selected candidate resides. The pay range for this position is $150,000 - $200,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position.
Salary offers are determined based on final candidate qualifications and experience.