Wealth Advisor, Technician *Specialized in Tax Planning and Wealth Transfer Planning

Centura Wealth Advisory; United States; On-site; USD 185,000 - 215,000; Full time

Job summary

Centura Wealth Advisory is seeking a Wealth Advisor, Technician specialized in tax and wealth transfer planning. The role focuses on client satisfaction through effective tax strategies for high-net-worth individuals. The ideal candidate will have over 8 years of experience, strong relationship-building skills, and the ability to thrive in a dynamic team environment.

Benefits

Comprehensive Medical, Dental, and Vision Benefits

Paid Time Off

Bonus Structure

Ownership Participation Opportunities

Dynamic Team Environment

Qualifications

• 8+ years of financial advisory experience focused on tax strategies required.
• Familiarity with corporate restructuring and M&A preferred.
• Strong understanding of client relationship management.

Responsibilities

• Evaluate and implement tax mitigation strategies for clients.
• Collaborate with consulting team for client meetings and presentations.
• Enhance client engagement and trust.

Skills

Interpersonal Relationship Skills

Client Trust Engagement

Tax Mitigation Strategies

Effective Communication

Education

Undergraduate Degree

Series 65/6

Certified Financial Planner (CFP)

CA Life Insurance License

Tools

Salesforce

Microsoft Office Suite

Job description

Wealth Advisor, Technician *Specialized in Tax Planning and Wealth Transfer Planning

Wealth Advisor, Technician *Specialized in Tax Planning and Wealth Transfer Planning

5 days ago Be among the first 25 applicants

Centura Wealth Advisory is seeking a Wealth Advisor, Technician to provide expertise on the state and federal income tax and estate tax implications of various strategies to be evaluated and implemented for new and existing clients. As the Technician (IT, ET), you are at the forefront of client satisfaction through achieving client’s planning goals by evaluating, introducing, discussing and facilitating the implementation of various state and federal taxation mitigation-oriented consulting strategies intended to reduce overall taxation for the firm’s consulting clientele. The firm’s preferred clientele are individuals with $2MM+ of annual income and/or $20MM of invested or investable liquid assets, with a preference for attracting and retaining founder owners of middle market (and larger) privately held businesses.

Roles And Responsibilities

The key areas of responsibility include:

• Act as the Consulting team subject matter expert on the evaluation, introduction, discussion and implementation of CWA approved consulting strategies.
• Evaluate the suitability of emerging or not previously considered income tax and estate tax mitigation strategies.
• Work side-by-side with other Consulting team members in connection with meeting preparation, deliverable construction, meeting presentation and deliverable presentation.
• Work side-by-side with other Consulting team members in connection with education and coaching regarding Consulting strategies.
• Leverage technology, team, and process to achieve the sales results for the Consulting team.
• Build and maintain his/her/team/firm reputation within community as professional, cutting-edge, and sought-after organization for HNW and UHNW individuals and families.
  
  

Key Success Factors

The successful candidate will be able to demonstrate the following KSFs:

• Effectively engages clients and builds trust through delivering a strong value proposition.
• Maintain strong interpersonal relationship skills with both internal employees/teammates and external clients.
• Observed expertise in Centura’s consulting strategies for UHNW clients paired with the understanding of how the successful implementation of those strategies impacts and implicates other CWA departments and lines of business.
• Helps achieve team and personal annual plan for new business goals, and tracks/monitors progress towards achieving the goal.
• Follows Centura processes for managing sales pipeline in Salesforce and working within a team of aligned professionals.
• Stays abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of investments and financial services; seeks to learn and find new strategies that can benefit the firm’s clients.
• Both presentation and writing skills will be essential.
  
  

Licensing & Education

• Undergraduate degree – Required
• Series 65/6- Required
• Certified Financial Planner “CFP”, JD, LL.M designations – Preferred
• CA Life Insurance License- Preferred
  
  

Experience

• 8+ Years financial advisory experience concentrating upon the evaluation and implementation of income tax and estate tax mitigation strategies - Required
• Familiarity with corporate restructuring and M&A transactions - Preferred
• Proficiency with the following software programs
• Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.) – Required
• Salesforce – Preferred
  

What We Provide You

• Competitive compensation includes:
• Salary
• Bonus
• Ownership participation is available
• Transactional participation is possible
• Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team.
• Open and supportive team-based environment
• Paid Time Off
• Full medical, dental, vision benefits
  
  

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. Salary Range: $185k - $215k + bonus

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

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