UHNW Wealth Advisor - Growth & Complex Planning

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

Job summary

Centura Wealth Advisory in San Diego seeks an experienced financial advisor to lead relationships with UHNW clients, delivering advanced planning across investments, tax, estate and insurance. You will grow assets, expand share of wallet, and manage a robust pipeline using Salesforce while coordinating with internal sales, marketing and product teams to align client needs with firm objectives.

The firm emphasizes white-glove service, collaborative culture, and a commitment to ethical standards

Qualifications

• Series 65 or Series 6 license required.
• 6+ years of financial advisory experience serving UHNW clients.
• Experience managing client relationships in an RIA or broker-dealer.
• Familiarity with corporate restructuring and M&A transactions.
• Proficiency in Salesforce, Addepar, RightCapital; MS Office.

Responsibilities

• Grow AUM and revenue by expanding existing client relationships.
• Cross-sell services to increase share of wallet.
• Manage and advance a pipeline using Salesforce.
• Build UHNW client relationships across products.
• Coordinate sales cycle and asset growth opportunities.
• Collaborate with sales, marketing, and product teams.

Skills

Relationship Building

Communication

Teamwork

Strategic Thinking

Decision Making

Influencing Others

Accountability

Results Oriented

Education

Series 65 or Series 6 license

California Life Insurance License – Preferred

Tools

Salesforce

Addepar

RightCapital

Microsoft Office

Job description

Centura Wealth Advisory in San Diego seeks an experienced financial advisor to lead relationships with UHNW clients, delivering advanced planning across investments, tax, estate and insurance. You will grow assets, expand share of wallet, and manage a robust pipeline using Salesforce while coordinating with internal sales, marketing and product teams to align client needs with firm objectives.

The firm emphasizes white-glove service, collaborative culture, and a commitment to ethical standards