Summary. The Senior Client Service Representative (Sr. CSR) is responsible for delivering exceptional client support to ensure a seamless and positive experience for clients and internal stakeholders. This role is an essential member of the advisory team, acting as a trusted liaison between clients and the firm. The Sr. CSR ensures smooth execution of administrative and operational tasks, while contributing to a white-glove client experience tail...
Centura Wealth Advisory (CWA) is seeking a dynamic Vice President of Marketing & Sales to lead and integrate our Business Development and Marketing functions. This senior leadership role will be responsible for driving organic growth through strategic partnerships, cultivating Centura’s professional network, enhancing market visibility, and overseeing client acquisition initiatives. As a member of the leadership team, the Vice President of Market...
This Fall 2025 internship is available to students who are currently a sophomore or junior in college. Freshman and seniors are not eligible. Time commitment: You can choose between 15 - 20 hours a week. Do not apply if you are unable to work onsite at our San Diego HQ. Only candidates who are located in San Diego, California will be considered. Centura Wealth Advisory, a non-commission, fee-only SEC Registered Investment Advisory firm located in...
This role is located onsite in San Diego, California. Centura Wealth Advisory (CWA) is seeking a highly organized and proactive Business Development Associate to support the Strategic Relationships team. This role plays a critical function in helping serve ultra-high-net-worth individuals and sophisticated professional partners by assisting with planning deliverables, relationship management, and administrative tasks. The ideal candidate will be ...
