Job Description. Job Description. Centura Wealth Advisory is hiring for Trading Coordinator. As a Trading Coordinator, you will perform a wide array of tasks and be responsible for supporting the investment team. You will be concentrated within Trading, with the goal of improving the team’s efficiencies to effectively scale our firm, while upholding our high standards of quality execution. We are looking for a process and results oriented, driven...
Job Description. Job Description. Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth. individuals/families. is seeking an experienced Business Process Manager reporting to Andre Lawrence, Strategic Initiatives Manager. As the Business Process Manager, you will be a key player in creating new processes, optimizing existing business processes, and providing transparency...
Job Description. Job Description. Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth. individuals/families. is seeking an experienced Salesforce & IT Systems Developer reporting to Andre Lawrence, Strategic Initiatives Manager. As the Salesforce & IT Systems Developer, you will be a key player in improving business processes and integrating new additions to our techno...
Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced Scheduling Coordinator. As the Scheduling Coordinator, you will be a key player in keeping our team on track with scheduling a large volume of client meetings, ultimately creating an unmatched experience for our clients. An ideal Scheduling Coordinator candidate will be ...
Centura Wealth Advisory, a dynamic. registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families. is seeking an experienced professional to join our Executive Leadership team as the Chief Operating Officer. As the Chief Operating Officer, you will be a key member of our team helping to set strategic initiatives and trailblaze an unmatched culture. . The Chief Operating Officer is at the core ...
Centura Wealth Advisory is currently seeking a Talent Acquisition Specialist to join the People & Culture team. Centura is a boutique RIA serving both high net-worth and ultra-high net-worth individuals and families. We hire optimistic, intellectually curious, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed. We are looking for a process and results oriented, driven te...
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 ad...
Centura Wealth Advisory is a non-commission, fee-only Securities and Exchange Commission Registered Investment Advisory firm located in San Diego, California. Centura provides Wealth Advisory Services including financial planning, investment management, and legacy planning to affluent and wealthy individuals as well as business entities and non-profit organizations using our Liberated Wealth (SM) process. We recognize that our strength and succes...
Centura Wealth Advisory is hiring a. Business Development Advisor. for CWA’s consulting department. As a Business Development Advisor. . you will perform a wide array of tasks and be responsible for organic growth within the consulting department. Your primary responsibility would include leveraging your existing Center Of Influence (COI) network, cultivating Centura’s existing COI network and developing new relationships with professionals to ad...
