Wealth Advisor, Project Lead

3 weeks ago

San Diego, United States Centura Wealth Advisory 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: 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 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. Salary: $130k - $195k + bonus

#J-18808-Ljbffr

  • Wealth Advisor, Project Lead

    3 weeks ago

    San Diego, United States Centura Wealth Advisory Full time

    Job DescriptionJob DescriptionCentura 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...

  • Senior Wealth Advisor

    4 weeks ago

    San Diego, United States NPAworldwide Full time

    Job description: Senior Wealth Advisor LOCATIONS: San Diego, CA Job Type: Full Time (Hybrid) We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team. The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical contributor to our...

  • Senior Wealth Advisor

    4 weeks ago

    San Diego, United States Affinity Executive Search Full time

    Job description: Senior Wealth Advisor LOCATIONS: San Diego, CA Job Type: Full Time (Hybrid) We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team. The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical contributor to our...

  • Associate Wealth Advisor

    3 weeks ago

    San Diego, California, United States Beacon Pointe Advisors Full time

    Job Description All potential applicants are encouraged to scroll through and read the complete job description before applying. We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment...

  • Senior Wealth Advisor

    1 month ago

    San Diego, United States Stealth Recruiting Services Full time

    120k to 150k Job Description Senior Wealth Advisor LOCATIONS: San Diego, CA Job Type: Full Time (Hybrid) We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team. The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical...

  • Wealth Advisor

    3 weeks ago

    San Diego, United States The Judson Group Full time

    Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Wealth Advisor to their San Diego team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has interest in participating in organic business development moving forward. This individual will partner with...

  • Senior Wealth Advisor

    1 month ago

    San Diego, United States Care Dynamics Inc Full time

    Job Description Job Description Senior Wealth Advisor - Boutique Wealth Management Firm (Hybrid, San Diego, CA) About Us: Our client is a leading boutique wealth management firm established in 2006, specializing in serving high-net-worth individuals including business leaders, artists, entertainers, athletes, and their families. With a client-first approach,...

  • Senior Wealth Advisor

    1 month ago

    San Diego, United States Care Dynamics, LLC Full time

    Job DescriptionJob DescriptionSenior Wealth Advisor - Boutique Wealth Management Firm (Hybrid, San Diego, CA)About Us:Our client is a leading boutique wealth management firm established in 2006, specializing in serving high-net-worth individuals including business leaders, artists, entertainers, athletes, and their families. With a client-first approach,...

  • Senior Wealth Advisor

    2 weeks ago

    San Diego, United States HighTower Advisors Full time

    Your Future Team Founded in 2006, LourdMurray is an advisor-built boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes. Our deep experience working with such accomplished clients gives us an...

  • Senior Wealth Advisor

    1 month ago

    San Diego, United States HighTower Advisors Full time

    Your Future Team Founded in 2006, LourdMurray is an advisor-built boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes. Our deep experience working with such accomplished clients gives us an...

  • Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    2 weeks ago

    San Diego, United States Charles Schwab Full time

    Your Opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's...

  • Wealth Advisor

    3 weeks ago

    San Francisco, California, United States BakerAvenue Full time

    Job Description Job Description Salary: $150k - $250k (based on experience)Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make...

  • Wealth Advisor

    1 month ago

    San Francisco, United States Baker Avenue Full time

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are...

  • Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    2 weeks ago

    San Diego, United States Charles Schwab Full time

    Your Opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's...

  • Wealth Advisor

    1 month ago

    San Francisco, United States BakerAvenue Full time

    Job DescriptionJob DescriptionSalary: $150k - $250k (based on experience)Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make...

  • Associate Financial Advisor

    1 month ago

    San Diego, United States FIDES Wealth Strategies Group Full time

    WHO WE ARE:FIDES Wealth Strategies Group, an established financial planning firm, is seeking a Financial Planner to assist us in our mission of guiding clients toward realizing their vision of security and fulfillment. This is your chance to play a key role in the future success of our fast-growing organization! We are a Financial Planning / Wealth...

  • Associate Financial Advisor

    1 month ago

    San Diego, United States Fides Wealth Strategies Group Full time

    WHO WE ARE: FIDES Wealth Strategies Group, an established financial planning firm, is seeking a Financial Planner to assist us in our mission of guiding clients toward realizing their vision of security and fulfillment. This is your chance to play a key role in the future success of our fast-growing organization! We are a Financial Planning / Wealth...

  • Associate Financial Advisor

    3 weeks ago

    San Diego, California, United States FIDES Wealth Strategies Group Full time

    WHO WE ARE:FIDES Wealth Strategies Group, an established financial planning firm, is seeking a Financial Planner to assist us in our mission of guiding clients toward realizing their vision of security and fulfillment. This is your chance to play a key role in the future success of our fast-growing organization We are a Financial Planning / Wealth Management...

  • Wealth Advisor

    1 month ago

    San Francisco, United States BakerAvenue Full time

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are...

  • Associate Wealth Advisor

    4 weeks ago

    San Jose, United States Beacon Pointe Advisors Full time

    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...