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Job description
Join Centura Wealth Advisory
Centura Wealth Advisory is expanding through strategic mergers and tuck-ins, and we're looking for firm owners and advisors who want more than a transaction. If you own an RIA and are ready to join a larger, more sophisticated platform, or you carry a book of business and want the backing of an established team, there's a path built for you.
Every advisor who joins delivers the same foundation: the Liberated Wealth® framework, spanning tax, investment, estate, insurance, and cash flow planning, for high-net-worth and ultra-high-net-worth clients.
Two Paths to Join
Merger: For Firm Owners You own an RIA and are ready to bring your team into a larger platform.
Book / AUM: $200MM–$1B, team of up to ~10
Experience: 15+ years in advisory or investment management, with a strong HNW/UHNW focus
Licensing: Series 65 (active or attainable)
Preferred: 5+ years serving UHNW clients (>$20MM), and either charges planning fees or originates life insurance
Tuck-In/Lift-out: For Advisors Bringing a Book You carry a book of business and want to join a sophisticated RIA without the burden of running a firm.
Book / AUM: $50MM–$1B
Experience: 10+ years in advisory or investment management, with a strong HNW/UHNW focus
Licensing: Series 65 (active or attainable)
Preferred: 5+ years serving UHNW clients, and either charges planning fees or originates life insurance
What You'll Do
Transition your existing client relationships onto Centura's fee-based, insurance-friendly planning platform
Lead client conversations that uncover planning opportunities across tax optimization, estate planning, and investment strategy
Partner with Centura's internal consulting teams to develop high-impact deliverables and translate complex strategies into clear client decisions
Grow and retain assets under management by integrating multiple services into each client relationship
Help build and maintain Centura's reputation as a client-centric firm for HNW and UHNW individuals and families
What You Bring
A proven track record of managing and growing a book of HNW/UHNW client relationships
Ability to lead complex financial conversations and deliver a clear, compelling value proposition
Strong interpersonal skills and a collaborative approach to a team-based advice model
Up-to-date knowledge of taxation, regulation, and investment strategy, with an eye for new planning opportunities
Excellent presentation and written communication skills
Minimum Qualifications
Bachelor's degree
Active or attainable Series 65
Minimum years of financial advisory experience per path above, with a strong focus on serving UHNW clients
Demonstrated success managing client relationships within an RIA or broker-dealer environment
Familiarity with corporate restructuring and M&A transactions
Preferred Qualifications
CFP®, CFA, CPA, or EA
Life Insurance License (California or other state)
Proficiency in Microsoft Office Suite and Salesforce
Competencies
Client Influence & Trust-Building
Strategic Thinking
Collaboration in a Team-Based Advice Model
Relationship Building
Accountability
Communication
Emotional Intelligence
Results Oriented
Client Orientation
Decision Making
Why Centura Wealth Advisory
Liberated Wealth® is a true differentiator, not a commodity pitch. Centura pairs insurance-friendly economics with a structured team model, where Producers source new relationships and Relationship Managers deepen and retain them, so every advisor has room to grow.
Our values: Accountability · Excellence · Passion · Humility · Transparency · Collaboration
Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative investment and wealth management services to affluent families, business owners, and corporate executives. We've been crafting sophisticated financial solutions as a team since 2005.
Centura Wealth Advisory is an Equal Opportunity Employer. We welcome applicants from all backgrounds and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
To learn more, contact: Melody Troehler, Sr. Manager – Talent Acquisition
Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.