Wealth Planning Associate

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

Job summary

Centura Wealth Advisory, headquartered in San Diego with a national presence, 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.

You will manage client meeting preparation, conduct financial modeling, and prepare advanced planning deliverables, while mentoring junior team members and helping to improve processes.

Qualifications

• Bachelor’s degree in finance, Business Administration, Economics, or related field.
• 3+ years minimum experience in wealth management.
• Life & Health license in the State of CA – Optional.
• Proficient with Excel, Outlook, and Salesforce.
• Accountability
• Communication
• Teamwork
• Client Orientation
• Relationship Building

Responsibilities

• Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies and opportunities for consideration.
• Design and model income tax and estate planning strategies under the guidance of the Wealth Advisor.
• Prepare advanced planning deliverables for internal review and client presentation, ensuring accuracy and clarity in Excel.
• Review client tax returns (personal, corporate, trust, and gift) to identify planning opportunities and overall financial positioning.
• Present planning deliverables and quarterly client performance review materials, including entity charts, balance sheets, and portfolio summaries.
• Assist Wealth Advisors in client meetings by explaining assumptions, recommendations, and strategy rationale.
• Build and maintain strong client relationships through day-to-day interactions and timely follow-up.
• Internally manage one of the team’s key revenue lines with weekly status updates and progress tracking.

Skills

Financial planning

Tax planning

Estate planning

Communication

Relationship building

Teamwork

Client orientation

Presentation

Mentoring

Education

Bachelor's degree in finance/Business Administration/Economics

Tools

Excel

Outlook

Salesforce

Job description

Centura Wealth Advisory, headquartered in San Diego with a national presence, 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.

You will manage client meeting preparation, conduct financial modeling, and prepare advanced planning deliverables, while mentoring junior team members and helping to improve processes.