Wealth Advisor, Relationship Manager

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

• Salesforce – Preferred

In this role, you will lead relationships with high-net-worth and ultra-high-net-worth clients, driving both client outcomes and firm growth. This includes expanding existing relationships, converting new opportunities, and delivering advanced planning strategies across investments, tax, estate, and insurance. This role is designed for advisors who excel at consultative selling, thrive in complex client situations, and are motivated to grow assets under management within a collaborative, team-based environment.

Primary Responsibilities

• Drive growth of AUM and revenue through expansion of existing client relationships
• Increase "share of wallet" by integrating multiple services into client relationships
• Actively manage and advance a pipeline of opportunities using Salesforce
• Build a book of business by strengthening UHNW client relationships across all products and services, and by growing and retaining assets
• Provide client service and sales support focused primarily on advice implementation and asset consolidation coordination
• Identify sales and asset retention opportunities by understanding industry trends and offering personalized advice on services and products
• Coordinate sales cycle management activities, including follow-through on asset growth opportunities, to ensure timely sales execution
• Collaborate with internal teams, including sales, marketing, and product teams, to align client needs with company objectives
• Help build and maintain the firm’s reputation as a cutting-edge, client-centric organization for high-net-worth and ultra-high-net-worth individuals and families
• Perform other duties as assigned, contributing to a collaborative and high-performance team environment

Knowledge Skills And Abilities

• Ability to lead complex financial conversations with UHNW clients and provide white-glove client support.
• Effectively engages clients and builds trust by delivering a clear and compelling value proposition.
• Demonstrates strong interpersonal skills, fostering positive relationships with both internal team members and external clients.
• Ability to build expertise in Centura's consulting strategies for UHNW clients.
• Actively contributes to achieving both individual and team business development goals, while tracking and monitoring progress toward those goals.
• Adheres to Centura's sales pipeline management processes using Salesforce, consistently advancing opportunities to close and thrives in a collaborative team environment with aligned professionals.
• Maintains up-to-date knowledge of key developments in taxation, regulation, legal frameworks, and investment strategies, proactively seeking new planning opportunities that benefit clients.
• Demonstrates excellent presentation and written communication skills, essential for delivering complex information with clarity and impact.

Minimum Qualifications

• Bachelor’s degree
• Series 65 or Series 6
• Minimum of 6 years of financial advisory experience, with a strong focus on serving UHNW clients.
• Demonstrated success in managing client relationships within an RIA or broker-dealer environment.
• Familiarity with corporate restructuring and M&A transactions
• Proficiency in key software applications, including:
• Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Visio, etc.)
• Salesforce – Preferred
• Addepar
• RightCapital
• Certified Financial Planner™ (CFP®), CPA, JD, or LL.M – Preferred
• California Life Insurance License – Preferred

Competencies

• Client Influence & Trust-Building
• Pipeline Discipline
• Strategic Thinking
• Collaboration in Team-Based Advice Model
• Relationship Building
• Accountability
• Communication
• Emotional Intelligence
• Results Oriented
• Teamwork
• Client Orientation
• Influencing Others
• Decision Making

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

Expected salary range for this position is $150,000 to $200,000.