centurawealth
Senior Case Advisor
The Senior Case Advisor is a client-facing, revenue driving role responsible for advancing qualified opportunities through engagement close, requiring strong technical fluency across tax and wealth planning. This role leads prospect and client meetings and combines relationship building, technical t
Wealth Advisor, Technician
In this role, you will deliver white-glove service to high-net-worth and ultra-high-net-worth clients by providing sophisticated tax planning, wealth transfer strategies, and balance sheet optimization. You will work in close coordination with a dedicated advisory team, serving as the subject matter
Director, People & Culture
As Centura’s Director of People & Culture, you will serve as a strategic leader responsible for shaping and advancing the firm’s people strategy and culture. In partnership with leadership, you will align HR practices with business objectives, driving operational excellence, compliance, and a values
Wealth Management Intern San Diego (Fall 2026)
Centura Wealth Advisory is seeking a Wealth Management Intern to join our team. We provide Wealth Advisory Services including financial planning, investment management, and legacy planning to affluent individuals, business entities, and non-profit organizations through our Liberated Wealth (SM) proc
Wealth Advisor, Relationship Manager
In this role, you will lead relationships with high-net-worth and ultra-high-net-worth clients, driving both client outcomes and firm growth. This includes expanding existing relationships, converting new opportunities, and delivering advanced planning strategies across investments, tax, estate, and
Wealth Advisory — Merger & Tuck-In Partnership Opportunities
Centura Wealth Advisory is expanding through strategic mergers and tuck-ins, and we're looking for firm owners and advisors who want more than a transaction. If you own an RIA and are ready to join a larger, more sophisticated platform, or you carry a book of business and want the backing of an esta
Marketing Intern (Fall 2026)
The Marketing Internship provides a hands-on introduction to the world of business development and marketing in the wealth management space. Interns will gain firsthand experience leveraging key digital marketing tools as well as building marketing content. This internship provides current undergrad
Director, Client Experience
The Director, Client Experience owns how clients and advisors experience Centura end to end: the platforms they touch, the workflows that support them, and the AI-driven tools — including Claude Teams — that make advisors faster and clients better served. This role sets the multi-year roadmap for cl
Sourcer, Mergers, Acquisitions, & Tuck-ins (MAT)
The Sourcer, Mergers, Acquisitions, & Tuck-ins (MAT) will drive Centura Wealth Advisory’s strategy to source, evaluate, and recruit high-quality independent advisors and advisory teams to support our inorganic growth initiatives. This role will build and manage a robust pipeline of potential advisor
Wealth Advisor, Investments
The Wealth Advisor, Investments serves as the investment lead within the Diamond Team, responsible for driving Assets Under Management (AUM) growth, portfolio strategy, and ongoing investment management for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. This role sits at the intersect
Associate Advisor
Centura Wealth Advisory has an opening for an Associate Advisor supporting the Wealth Advisor(s) in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. This role manages client meeting preparation, conducts financial modeling, prepares advan