About this role
Senior Case Advisor at Centura Wealth Advisory. Location: San Diego, California, United States. Role: advance opportunities, lead meetings, build relationships Requirements: Client-facing senior role requiring tax and wealth planning knowledge, revenue responsibility, and ability to lead prospect and client meetings. Category: Sales Seniority: Senior Level Certifications: cpa, ea, jd, ll.m Commitment: Full Time Workplace: Onsite Languages: English