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Centura Wealth Advisory is seeking a VP of Financial Planning to be a key member of our Leadership and Planning team, overseeing client financial planning as part of our Liberated Wealth® process. Key elements include: income tax and, wealth transfer tax planning & leveraging insurance solutions. Centura is a fast-growing boutique RIA serving both ultra-high net-worth individuals/families. We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed.
The VP of Financial Planning is responsible for leading the financial planning team, driving initiatives across the firm, and developing value-creating, innovative solutions for our clients.
Required Skills/Competencies:
Licensing & Education:
Experience:
Full Time
Business Services
$206k-267k (estimate)
03/11/2024
06/08/2024
centurawealth.com
SAN DIEGO, CA
<25
2018
DEREK MYRON
<$5M
Business Services