Senior Case Advisor

Centura Wealth Advisory; San Diego (CA); Remote; USD 150,000 - 200,000; Full time

Job summary

Centura Wealth Advisory in San Diego, CA, seeks a Senior Case Advisor to lead client engagements, advance opportunities, and drive revenue through strategic tax and wealth planning. You will guide meetings, educate clients on complex planning options, and collaborate across departments to ensure smooth execution.

The role requires 7+ years with high-net-worth clients, CPA or equivalent credentials, and strong negotiation, communication, and relationship-building skills.

Qualifications

• 7+ years of experience with high-net-worth clients in consultative sales, tax advisory, wealth management or financial planning.
• CPA license preferred (active status not required); EA, JD, or LL.M credentials also desired. All candidates must demonstrate advanced knowledge of tax return preparation, review, and strategy
• Bachelor’s degree required (Finance, Business, or related field)
• Experience in preparing or reviewing tax returns with practical tax mechanics knowledge
• Demonstrated revenue ownership or sales performance in complex advisory environments
• Experience within an RIA, tax advisory firm, or professional-services environment preferred

Responsibilities

• Advance opportunities through engagement close, carrying responsibility for converting qualified prospects into signed advisory engagements.
• Lead prospect and client meetings, guiding discussions and framing strategy.
• Establish credibility by showing a deep understanding of each client’s tax, financial, and personal context.
• Position tax and wealth strategies with technical fluency; ensure engagements are sold accurately and responsibly.
• Educate clients on risks, assumptions, and limitations of proposed strategies for informed decisions.
• Coordinate cross-functionally across internal departments from sale to execution.
• Identify opportunities to deepen relationships and expand services over time.
• Identify process gaps and recommend improvements to the sales and engagement workflow.
• Perform other duties as assigned; contribute to a high-performing team environment.

Skills

Relationship building

Negotiation

Sales experience

Tax knowledge

Communication

Decision making

Accountability

Client orientation

Results oriented

Education

Bachelor’s degree (Finance, Business)

CPA preferred

EA, JD, LL.M desired

Job description

Career Opportunities with Centura Wealth Advisory

A great place to work.

Careers At Centura Wealth Advisory

Current job opportunities are posted here as they become available.

The Senior Case Advisor is a client-facing, revenue driving role responsible for advancing qualified opportunities through engagement close, requiring strong technical fluency across tax and wealth planning. This role leads prospect and client meetings and combines relationship building, technical tax knowledge, and consultative sales discipline to guide clients through complex planning decisions. In addition to closing business, the Senior Case Advisor provides feedback that strengthens sales processes, messaging, and client experience.

Primary Responsibilities:

• Opportunity advancement and close, carrying responsibility for converting qualified prospects into signed advisory engagements.
• Serve as the lead advisor in prospect and client meetings, guiding discussions, framing strategy, and managing meeting flow.
• Establish credibility quickly by demonstrating a deep understanding of each client’s tax, financial, and personal context.
• Position tax and wealth strategies with technical fluency, ensuring engagements are sold accurately and responsibly.
• Educate clients on risks, assumptions, and limitations of proposed strategies to support informed decision-making.
• Coordinate cross-functionally across internal departments to ensure alignment from sale through execution.
• Identify opportunities to deepen relationships and expand services over time.
• Identify process gaps and recommend improvements to the sales and engagement workflow.
• Perform other duties as assigned, contributing to a collaborative and high-performing team environment.

Knowledge, Skills, and Abilities:

• Strong understanding of individual, trust, and business tax returns and how strategies flow through them.
• Familiarity with advanced tax planning concepts and high-net-worth financial structures.
• Ability to read, interpret, and explain technical analyses and planning deliverables to clients and advisors.
• Strong objection-handling and negotiation skills with a consultative mindset, rooted in education, trust, and alignment.
• Comfort asking for decisions and advancing deals with professionalism and confidence.
• Ability to read client readiness, risk tolerance, and decision drivers, particularly in complex or sensitive situations.
• Strong emotional intelligence when navigating high-stakes client conversations, and while collaborating internally.
• Strong organizational and pipeline management skills, with disciplined follow through.
• Ability to thrive in a fast-paced, high-accountability, collaborative environment.

Minimum Qualifications:

• 7+ years of experience working with high-net-worth clients in:
  • Consultative sales of professional services
  • Tax advisory, wealth management, or financial planning roles
• Certified Public Accountant (CPA) license preferred (active status not required); EA, JD, or LL.M credentials also desired. All candidates must demonstrate advanced knowledge of tax return preparation, review, and strategy
• Bachelor’s degree required (Finance, Business, or related field)
• Prior experience in preparing or reviewing tax returns, with practical understanding of tax mechanics.
• Demonstrated track record of revenue ownership or sales performance in complex, advisory environments.
• Experience within an RIA, tax advisory firm, or professional-services environment preferred.
• Communication
• Accountability
• Influencing Others
• Results-Oriented
• Client Orientation
• Decision Making
• Relationship Building

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.

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.