Job Title: Associate Advisor

Company: Centura Wealth Advisory
Supervisor: Kyle Malmstrom

Division/Department: Consulting
FLSA Status: Exempt

Last Revision Date: 10/14/2020

Job Description:
Do you have a desire to learn how to implement the high impact tax and estate planning solutions for High-Net-Worth Clients that you hear about on webinars? Would working for an organization that wants to promote from within and provides a clear growth path excite you? Are you ready to take the next step in your career? If so, we want to talk with you!

Centura Wealth Advisory is seeking an Associate Advisor to be a key member of our team, providing service to our clients, strategic partners, and our consulting team. This is an excellent opportunity to work with a growing group of experienced financial planners, and gain experience in collaborative boutique setting serving both HNW and ultra HNW individuals/families.

What’s in it for you?
 Defined career trajectory for growth
 Access to HNW/UHNW clients, learn how to provide solutions tailored to their needs!
 Strengthen your technical knowledge in income tax, estate tax, real estate, and alternatives planning
 Work with intellectually curious, motivated, goal driven team members
 Competitive compensation package- base + bonus
 Medical/Vision/Dental Insurance
 Company Events such as Happy Hours, Teambuilding, professional coaching, and retreats
 Fully stocked kitchen

As an Associate Advisor, you will be responsible for new and existing business case management. You will develop financial models for both existing and new financial solution data sets. You will collaborate with internal and external third-party experts that round out a client’s professional roster. Finally, deliver  outstanding service to build and maintain client loyalty. You will work closely with our team to achieve client, team, and individual objectives.

We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, resourceful, result-oriented, and adaptable people with the desire to help our clients, their teammates, and themselves succeed.

Primary Responsibilities:
 Prepare and present client solutions to solve financial / investment / tax / estate planning opportunities
o Learn how to integrate tax, estate, and investment planning solutions
o Research and model tax planning solutions
o Coordinate and assemble estate planning solutions
o Create and maintain financial plans
o Create and assemble investment solutions / presentations
o Perform implementation work
o Be in all the client meetings, learn how it done
 Research and analyze a client’s/prospect’s current financial condition
o Financial account statements
o Tax returns: personal and corporate
o Income tax projections
o Estate planning documents: revocable and irrevocable
o Real estate holdings
o Insurance products
o Entity charts
o Investment and estate planning goals
 Oversee and manage a portion of the book of clients. Responsible to identify and advance opportunities, schedule and run stewardship meetings, perform planning analysis, coordinate document flow between client and professionals, and build and maintain client relationships
 Provide best-in-class client service
o Day-to-day client interactions
o Listens to clients to identify additional needs or concerns
o Assists clients with questions, requests, or issues
o Facilitates the flow of information to appropriate team members

Licensing & Education:
 Undergraduate degree – Required
 Series 65 or 63/66 licenses – Required
 Certified Financial Planning “CFP” designation – Preferred
 Life & Health license in the State of CA – Optional

Experience:
 3+ years minimum experience in Financial Services
 Specific experience in building a book of business, client service and/or case management
 Proficient with the following software programs
o Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.) – Required
o TD Ameritrade – Preferred
o Orion – Preferred
o Salesforce – Preferred

Interested applicants can send their resume to hiring@centurawealth.com