About this role
Wealth Advisor at Centura Wealth Advisory. Location: United States. Role: driving growth, managing portfolios, communicating insights Requirements: Bachelor’s degree in finance, business, economics, or related field; Series 65/66 required; CFP or CFA preferred; 8+ years financial advisory/investment management; proven sales track record; proficient with Microsoft Office; Salesforce, Addepar, and Asana preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Addepar, Asana, Microsoft Office Certifications: series 65, series 66, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English