About this role
Wealth Advisor, Investments at Centura Wealth Advisory. Location: United States. Role: Lead investments, Develop portfolios, Monitor performance Requirements: Lead investment strategy, portfolio management, and client engagement for high-net-worth clients; strong sales and portfolio deployment experience. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Addepar, Asana, Microsoft Office Certifications: cfp, cfa, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English