Associate Wealth Planner: Tax & Estate Modeling

Centura Wealth Advisory; San Diego (CA); On-site; USD 95,000 - 116,000; Full time

Job summary

Centura Wealth Advisory, headquartered in San Diego, seeks an Associate Advisor to support Wealth Advisors in delivering financial, tax, investment, and estate planning for high-net-worth clients. You’ll review paraplanner drafts, build planning models, and design tax/estate scenarios under guidance while reviewing client tax returns for opportunities.

You’ll attend client meetings, build exhibits, and coordinate with CPAs/EPAs.

Qualifications

• 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.
• Life & Health license in the State of CA (optional).
• Accountability
• Communication
• Teamwork
• Client Orientation

Responsibilities

• Review paraplanner drafts for accuracy and completeness before they move to the Wealth Advisor.
• Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies for consideration.
• Design and model income tax and estate planning scenarios under Wealth Advisor guidance.
• Review client tax returns to identify planning opportunities and positioning.
• Spot errors and planning opportunities in analysis and propose fixes to the Wealth Advisor.
• Contribute technical insights during internal case preparation and planning discussions.

Skills

Wealth management experience

Excel

Outlook

Salesforce

Client-focused communication

Education

Bachelor’s degree in Finance, Business Administration, Economics, or related field

Tools

Salesforce

Excel

Outlook

Financial planning software

Job description

Centura Wealth Advisory, headquartered in San Diego, seeks an Associate Advisor to support Wealth Advisors in delivering financial, tax, investment, and estate planning for high-net-worth clients. You’ll review paraplanner drafts, build planning models, and design tax/estate scenarios under guidance while reviewing client tax returns for opportunities.

You’ll attend client meetings, build exhibits, and coordinate with CPAs/EPAs.