Wealth Advisory — Merger & Tuck-In Partnership Opportunities

Centura Wealth Advisory; United States; On-site; USD 150,000 - 300,000; Full time

Job summary

Centura Wealth Advisory, headquartered in San Diego with a national presence, seeks experienced financial professionals to join as firm owners or advisors bringing a book. The role centers on delivering comprehensive planning for UHNW clients, leveraging Centura's Liberated Wealth framework across tax, estate, and investment planning.

You will transition clients to a fee-based platform, engage in high-level conversations, and collaborate with internal teams to create impactful client

Qualifications

• Bachelor's degree
• Active or attainable Series 65
• Minimum years of financial advisory experience per path above, with a strong focus on serving UHNW clients
• Demonstrated success managing client relationships within an RIA or broker-dealer environment
• CFP®, CFA, CPA, or EA (preferred)
• Life Insurance License (California or other state)
• Proficiency in Microsoft Office Suite and Salesforce

Responsibilities

• Transition your existing client relationships onto Centura's fee-based, insurance-friendly planning platform
• Lead client conversations that uncover planning opportunities across tax optimization, estate planning, and investment strategy
• Partner with Centura's internal consulting teams to develop high-impact deliverables and translate complex strategies into clear client decisions
• Grow and retain assets under management by integrating multiple services into each client relationship
• Help build and maintain Centura's reputation as a client-centric firm for HNW and UHNW individuals and families

Job description

Centura Wealth Advisory is expanding through strategic mergers and tuck-ins, and we\'re looking for firm owners and advisors who want more than a transaction. If you own an RIA and are ready to join a larger, more sophisticated platform, or you carry a book of business and want the backing of an established team, there\'s a path built for you.

Every advisor who joins delivers the same foundation: the Liberated Wealth® framework, spanning tax, investment, estate, insurance, and cash flow planning, for high-net-worth and ultra-high-net-worth clients.

Two Paths to Join

For Firm Owners

• Book / AUM: $200MM–$1B, team of up to ~10
• Experience: 15+ years in advisory or investment management, with a strong HNW/UHNW focus
• Licensing: Series 65 (active or attainable)
• Preferred: 5+ years serving UHNW clients (>$20MM), and either charges planning fees or originates life insurance

For Advisors Bringing a Book

• Book / AUM: $50MM–$1B
• Experience: 10+ years in advisory or investment management, with a strong HNW/UHNW focus
• Licensing: Series 65 (active or attainable)
• Preferred: 5+ years serving UHNW clients, and either charges planning fees or originates life insurance

What You\'ll Do

• Transition your existing client relationships onto Centura\'s fee-based, insurance-friendly planning platform
• Lead client conversations that uncover planning opportunities across tax optimization, estate planning, and investment strategy
• Partner with Centura\'s internal consulting teams to develop high-impact deliverables and translate complex strategies into clear client decisions
• Grow and retain assets under management by integrating multiple services into each client relationship
• Help build and maintain Centura\'s reputation as a client-centric firm for HNW and UHNW individuals and families

What You Bring

• A proven track record of managing and growing a book of HNW/UHNW client relationships
• Ability to lead complex financial conversations and deliver a clear, compelling value proposition
• Strong interpersonal skills and a collaborative approach to a team-based advice model
• Up-to-date knowledge of taxation, regulation, and investment strategy, with an eye for new planning opportunities
• Excellent presentation and written communication skills

Minimum Qualifications

• Bachelor\'s degree
• Active or attainable Series 65
• Minimum years of financial advisory experience per path above, with a strong focus on serving UHNW clients
• Demonstrated success managing client relationships within an RIA or broker-dealer environment

Preferred Qualifications

• CFP®, CFA, CPA, or EA
• Life Insurance License (California or other state)
• Proficiency in Microsoft Office Suite and Salesforce

Competencies

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

Why Centura Wealth Advisory

Liberated Wealth® is a true differentiator, not a commodity pitch. Centura pairs insurance-friendly economics with a structured team model. Advisors focus on delivering planning, investment, and insurance solutions to ultra-high-net-worth clients while our Business Development and Marketing teams deliver quality leads and clients.

Our Values

• Excellence
• Passion
• Humility
• Transparency
• Collaboration

Centura Wealth 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. We\'ve been crafting sophisticated financial solutions as a team since 2005.

Centura Wealth Advisory is an Equal Opportunity Employer. We welcome applicants from all backgrounds and 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.

To Learn More, Contact

Melody Troehler, Sr. Manager – Talent Acquisition

[e-mail]