Senior Wealth Planning 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

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.