Associate Advisor

Centura Wealth Advisory•San Diego, CA

About The Position

The Associate Advisor supports the Wealth Advisor in delivering financial, tax, investment, and estate planning for high-net-worth clients. The role reviews paraplanner drafts and develops the planning analysis and models underlying Wealth Advisor-led strategies. Under Wealth Advisor guidance, the Associate Advisor designs tax and estate scenarios using client facts and reviews client tax returns for planning opportunities. The Wealth Advisor reviews all analysis before it is presented to a client and retains ownership of recommendations. The Associate Advisor also prepares analysis exhibits for client presentations, attends meetings to support the Wealth Advisor and explain assumptions as needed, and coordinates assigned items with CPAs, EPAs, and internal colleagues. The position is exempt. Centura Wealth Advisory is an SEC Registered Investment Advisory firm headquartered in San Diego with a national presence, serving affluent families, business owners, and corporate executives. The firm describes a commitment to ethical standards, quality, employee development, and a diverse and inclusive workplace.

Requirements

Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
At least 3 years of experience in wealth management.
Proficiency with Excel, Outlook, and Salesforce; proficiency includes building scenario models in Excel and using planning software without help.
Strong understanding of financial, tax, and estate planning principles and documentation.
Exceptional written and verbal communication skills.
Adaptability and transparency in fast-paced, client-focused environments.
Willingness to learn, ask questions, and seek guidance when needed.
Ability to collaborate with internal teams and external professionals while maintaining accuracy, timeliness, and quality of deliverables.

Nice To Haves

Certified Financial Planner (CFP) designation is strongly preferred.
Life & Health license in the State of California is optional.

Responsibilities

Review paraplanner drafts for accuracy and completeness before they are sent to the Wealth Advisor.
Review client facts, assumptions, and goals to prepare a first draft of tax planning strategies and opportunities for consideration.
Design and model income tax and estate planning scenarios from client facts under the Wealth Advisor’s guidance.
Review client tax returns to identify planning opportunities, errors, and overall financial positioning.
Identify errors and planning opportunities in analysis and propose fixes to the Wealth Advisor.
Contribute technical insights, ask questions, and demonstrate a willingness to learn during internal case preparation and planning discussions.
Build analysis exhibits for Wealth Advisor presentations.
Attend client meetings to support the Wealth Advisor and explain assumptions as needed.
Agree on strategy with the Wealth Advisor and work with the Wealth Advisor and paraplanners on case preparation.
Coordinate assigned items with CPAs and EPAs.
Answer team questions about assigned work.
Perform other duties as assigned and contribute to a collaborative, high-performance team environment.