UHNW Wealth Planning Associate

Centura Wealth Advisory; San Diego (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Centura Wealth Advisory is seeking an Associate Advisor to support the Wealth Advisor in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients in San Diego, CA. The role involves client meeting preparation, financial modeling, and preparing advanced planning deliverables.

You will collaborate with internal and external professionals to implement client strategies, mentor junior team members, and drive process improvements to grow the

Qualifications

• Bachelor's degree in finance, business, economics is required.
• 3+ years of experience in wealth management is required.
• Life & Health license in CA is optional.
• Proficient with Excel, Outlook, and Salesforce.

Responsibilities

• Review client facts, assumptions, and goals to prepare draft tax planning strategies.
• Design and model income tax and estate planning strategies under guidance of Wealth Advisor.
• Prepare advanced planning deliverables for internal review and client presentation in Excel and other systems.
• Review client tax returns (personal, corporate, trust, and gift) to identify opportunities and positioning.
• Present planning deliverables and client performance materials in meetings.
• Assist Wealth Advisors in client meetings by explaining assumptions and recommendations.

Skills

Financial planning

Tax planning

Estate planning

Client communication

Excel

Salesforce

Team collaboration

Mentoring juniors

Education

Bachelor's degree in finance, business, economics

Tools

Salesforce

Excel

Financial planning software

Job description

Centura Wealth Advisory is seeking an Associate Advisor to support the Wealth Advisor in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients in San Diego, CA. The role involves client meeting preparation, financial modeling, and preparing advanced planning deliverables.

You will collaborate with internal and external professionals to implement client strategies, mentor junior team members, and drive process improvements to grow the