Senior UHNW Wealth Advisor - Tax & Estate Strategy

Centura Wealth Advisory; United States; Remote; USD 150,000 - 230,000; Full time

Job summary

Centura Wealth Advisory in San Diego-based firm seeks an experienced advisor to deliver sophisticated tax planning and wealth-transfer strategies for UHNW clients. You will lead the evaluation, presentation, and execution of complex consulting strategies in partnership with a dedicated advisory team.

The role focuses on proactive federal and state tax mitigation, multi-generational planning, and cross-functional collaboration to ensure integrated, client-centered solutions and firm growth.

Qualifications

• 8+ years financial advisory experience in tax mitigation strategies.
• 4+ years direct management experience with coaching success.
• Familiarity with corporate restructuring and M&A transactions.
• Proficiency in Microsoft Office and Salesforce.

Responsibilities

• Lead evaluation, introduction, discussion, and implementation of consulting strategies.
• Assess new income and estate tax mitigation strategies for client goals.
• Collaborate with Consulting team to prepare client presentations and materials.
• Coordinate cross-functional team operations for efficient workflow.
• Provide internal education, mentorship and coaching on advanced strategies.
• Leverage technology and processes to drive team results and growth.
• Help build Centura’s reputation with UHNW clients and families.
• Perform additional duties in a collaborative, high-performance team.

Skills

UHNW client engagement

Interpersonal skills

Team collaboration

Business development

Presentation skills

Written communication

Decision making

Influencing others

Accountability

Education

Series 65 or Series 6

California Life Insurance License – Preferred

Tools

Microsoft Office Suite

Salesforce – Preferred

Job description

Centura Wealth Advisory in San Diego-based firm seeks an experienced advisor to deliver sophisticated tax planning and wealth-transfer strategies for UHNW clients. You will lead the evaluation, presentation, and execution of complex consulting strategies in partnership with a dedicated advisory team.

The role focuses on proactive federal and state tax mitigation, multi-generational planning, and cross-functional collaboration to ensure integrated, client-centered solutions and firm growth.