Wealth Advisor, Investments

1 week ago

San Diego, United States Centura Wealth Advisory Full time

Centura Investment Advisory is seeking a Wealth Strategist to be a key member of our consulting and client-facing advisory team. As a Wealth Strategist you would be responsible for managing your client base in a team-oriented environment. Our environment is collaborative, fast paced and results oriented. Our Wealth Strategists are optimistic, intellectually curious, resourceful, result-oriented professionals. The job has a variety of tasks and is dynamic and changing. The ability to understand, quickly react and motivate others to adapt to the changing organization environment is a critical key to success. Roles and Responsibilities: The key areas of responsibility include: Manages the financial life cycle of High-Net-Worth families in all phases. Performing above the line-planning for complex portfolios that incorporates asset allocation, wealth transfer, alternative investments, etc. Provide guidance and insight into report and presentation generation, with client/prospect presentation. Identify ways to optimize portfolios and research new strategies. Assist in screening opportunities and researching new potential investments. Follows the strategic direction of the consulting team according to the company’s business plan, and 5-year vision. Actively contribute to and participate in business development and marketing initiatives. Conduct client reviews, update client information, and discuss advice options. Leverages technology, team, and process to achieve the sales results for the organization. Builds and maintains his/her/firm reputation within community as professional, cutting-edge, and sought after from HNW and UHNW individuals and families. Key Success Factors:

The successful candidate will be able to demonstrate the following KSFs:

Familiarity, and in some cases, expertise in Centura’s planning strategies for HNW clients Develop and maintain Center-of-Influence (COIs) Increase revenue and AUM from current clients, provide exemplary service producing targeted referrals Achieves annual plan for new business goals, and tracks/monitors progress towards achieving the goal Works closely with Senior Investment Advisor/Partner to transition management of relationships to Lead Advisor Follows Centura processes for managing sales pipeline in Salesforce, and working within a team of aligned professionals Stays abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of investments and financial services; seeks to learn and find new strategies that can benefit his/her clients, as well as other firm clients Licensing & Education: Series 65/6- Required Certified Financial Planner “CFP” or CFA designation – Preferred CA Life Insurance License- Preferred Experience: Proficient with the following software programs

Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.) – Required TD Ameritrade – Preferred Orion - Highly Preferred Salesforce – Preferred

What we provide you: Competitive compensation includes: Bonus Ownership participation is available Transactional participation is possible Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth Paid Time Off Supportive team-based environment Centura Investment Advisory, located in San Diego, is an SEC Registered Investment Advisory firm delivering innovative Investment management services to affluent families, local business owners, and charitable organizations. 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 Investment. 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.

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