Company · 8 open roles
Careers at Centura Wealth Advisory
Centura Wealth Advisory has 8 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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8 positions at Centura Wealth Advisory
Sourcing Specialist
Centura Wealth Advisory·San Diego, California, United States
Sourcing Specialist at Centura Wealth Advisory. Location: San Diego, California, United States. Role: sourcing candidates, assessing candidates, managing pipeline Requirements: 2+ years sourcing/recruiting experience (2-4+ yrs preferred); proficiency with LinkedIn Recruiter and e…
Senior Case Advisor
Centura Wealth Advisory·San Diego, California, United States
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…
Client Service Representative
Centura Wealth Advisory·San Diego, California, United States
Client Service Representative at Centura Wealth Advisory. Location: San Diego, California, United States. Role: Managing client relationships, Setting up new client accounts, Data management in Salesforce Requirements: 1-3 years in client service or related role in wealth managem…
Sourcer, Mergers, Acquisitions, & Tuck-ins (MAT)
Centura Wealth Advisory·San Diego, California, United States
Sourcer, Mergers, Acquisitions, & Tuck-ins (MAT) at Centura Wealth Advisory. Location: San Diego, California, United States. Role: Sourcing pipeline, Evaluate advisors, Engage stakeholders Requirements: 4-7+ years in advisor recruiting or sales in wealth management; strong sourci…
Wealth Advisor, Investments
Centura Wealth Advisory·United States
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 portfo…
Wealth Advisor
Centura Wealth Advisory·United States
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…
Associate Advisor
Centura Wealth Advisory·San Diego, California, United States
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; S…
Senior Client Service Representative
Centura Wealth Advisory·Murrieta, California, United States
Senior Client Service Representative at Centura Wealth Advisory. Location: Murrieta, California, United States. Role: Manage custodial relationships, Set up accounts, Manage client accounts Requirements: Sr. CSR responsible for client support, accounts, data management, and coord…