About this role
Associate Advisor at Centura Wealth Advisory. Location: San Diego, California, United States. Role: Prepare deliverables, Review returns, Support meetings Requirements: Bachelor’s in finance/related field; CFP designation required; 3+ years wealth management; Excel proficiency; Salesforce experience; CA Life & Health license optional. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Excel, Outlook, Financial planning software Certifications: life and health (california), cfp designation Commitment: Full Time Workplace: Onsite Languages: English