CFP Associate Advisor – Wealth Planning & Strategy

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

Job summary

Centura Wealth Advisory is seeking an Associate Advisor to support Wealth Advisors in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients.

You will prepare advanced planning deliverables, model scenarios in Excel, and present materials to clients. The role also involves mentoring interns and driving process improvements to enhance service and efficiency.

Qualifications

• Bachelor’s degree in finance, business administration, economics, or related field.
• CFP designation is required.
• 3+ years minimum experience in wealth management.
• Proficiency with Excel, Outlook, and Salesforce.

Responsibilities

• Assist Wealth Advisors in delivering comprehensive financial, tax, investment, and estate planning for UHNW clients.
• Prepare tax planning and estate planning deliverables and model financial scenarios.
• Present planning deliverables and client performance materials in meetings.
• Mentor and develop Diamond Team interns; manage key revenue initiatives and project timelines.

Skills

Excel proficiency

Salesforce

Microsoft Office

Education

Bachelor’s degree in finance, business administration, economics, or related field

CFP designation

Tools

Salesforce

Financial planning software

Microsoft Office

Job description

Centura Wealth Advisory is seeking an Associate Advisor to support Wealth Advisors in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients.

You will prepare advanced planning deliverables, model scenarios in Excel, and present materials to clients. The role also involves mentoring interns and driving process improvements to enhance service and efficiency.