UHNW Wealth Advisor & Relationship Architect

Centura Wealth Advisory; United States; On-site; USD 150,000 - 200,000; Full time

Job summary

Centura Wealth Advisory is seeking a senior advisor to lead relationships with high-net-worth clients and drive growth across investments, tax, estate and insurance planning.

You will expand existing relationships, convert new opportunities, and manage a Salesforce-driven pipeline in a collaborative, team-based environment. Six years in financial advisory, Series 65/6, and CFP/CPA/JD/LL.M preferred; California Life Insurance License preferred.

Qualifications

• Bachelor’s degree required; CFP/ CPA/ JD/ LL.M preferred.
• Series 65 or Series 6 required.
• Minimum 6 years of financial advisory experience serving UHNW clients.
• Proficiency with Salesforce, Addepar, RightCapital and MS Office.

Responsibilities

• Lead complex financial conversations with UHNW clients and provide white-glove service.
• Grow AUM by expanding existing relationships and integrating multiple services.
• Manage a Salesforce-driven pipeline and coordinate asset growth opportunities.
• Collaborate with internal teams to align client needs with firm objectives.
• Maintain up-to-date knowledge of tax, regulation and investment strategies.

Skills

UHNW clients

Relationship building

Communication

Sales pipeline

Strategic thinking

Team collaboration

Client trust

Presentation skills

Financial planning

Education

Bachelor’s degree

Series 65 or Series 6

CFP/CPA/JD/LL.M preferred

California Life Insurance License preferred

Tools

Salesforce

Addepar

RightCapital

Microsoft Office

Job description

Centura Wealth Advisory is seeking a senior advisor to lead relationships with high-net-worth clients and drive growth across investments, tax, estate and insurance planning.

You will expand existing relationships, convert new opportunities, and manage a Salesforce-driven pipeline in a collaborative, team-based environment. Six years in financial advisory, Series 65/6, and CFP/CPA/JD/LL.M preferred; California Life Insurance License preferred.