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Wealth Advisor, Project Lead

2 months ago

San Diego, United States The Ladders Full time
Centura Wealth Advisory is seeking a Wealth Advisor, Project Lead to join our dynamic team. The ideal candidate will have a passion for collaborating with a team to deliver exceptional service and have a client-centric mindset. This role is pivotal in ensuring enhanced client satisfaction and driving the strategic goals of our firm.

Roles and Responsibilities:

The key areas of responsibility include:
  • Project Leadership: Lead and manage wealth management projects from inception to completion, ensuring timely delivery and alignment with the firm's strategic objectives.
  • Client Relationship Management: Serve as a point of contact for clients, fostering strong, long-term relationships and effectively providing solutions to their wealth management needs
  • Team Collaboration: Collaborate and coordinate with an internal team made up of a Technician, Investment Advisor, Associate Advisor, Paraplanner, and support staff, as well as an external team of financial and legal professionals
  • Financial Planning and Advice: Provide comprehensive financial planning and advisory services to ultra-high-net-worth and high-net-worth "UHNW/HNW" clients
  • Performance Monitoring: Track and report on project management, ensuring milestones and objectives are met, and implementing corrective actions when necessary
  • Compliance and Risk Management: Ensure all projects and client interactions adhere to regulatory requirements and the firm's policies, managing risk proactively
  • Client Onboarding: Ensure the onboarding process for new clients is a smooth and successful transition and their financial goals and requirements are understood
  • Market Research and Analysis: Stay informed on market trends, economic conditions, and regulatory changes to provide clients with up-to-date advice and innovative wealth management solutions
  • Continuous Improvement: Identify opportunities for process improvements and implement best practices to enhance the efficiency and effectiveness of the wealth management function
  • Training and Development: Mentor and train junior advisors and staff, fostering a culture of continuous learning and professional growth
Key Success Factors:
The successful candidate will be able to demonstrate the following KSFs:
  • Thrives in a team environment
  • Comfortable serving UHNW/HNW clientele
  • Highly competent in pulling in outside resources as appropriate (outside professionals & other Centura Wealth Advisory teams (life, investments, etc.)
  • Process driven with strong project management skills
  • Able to deliver feedback appropriately & consistently
  • Excellent at delivering white glove service
  • Understand advance planning strategies and how they can close the coordination gap for the UHNW/HNW
  • High emotional intelligence to support team and clients
  • Project management experience - management from start to finish, ability to ID next steps, ability to be candid with others to progress project forward/give feedback
  • Extremely organized with great follow-up
  • Willing to follow an organizational process and deliver A+ work
  • Client facing with strong presentation skills
  • Able to "tell a story" through a deliverable using Excel
  • Proficiency in using Salesforce
  • Strategic thinker with a proactive approach to identifying opportunities and solving problems
Licensing & Education:
  • CFP (preferred)
Experience:
  • 5+ Years experience in financial planning & wealth management
  • 3+ Years of people management
  • 5+ Years in planning experience (income & wealth transfer tax)
What we provide you:
• Competitive compensation includes:
  • Salary
  • Bonus
  • Ownership participation is available
  • Transactional participation is possible
  • Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team.
  • Open and supportive team-based environment
  • Paid Time Off
  • Full medical, dental, vision benefits


Centura Investment 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. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We 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.