Wealth Advisor, Investments (Specialize in working with the UHNW/HNW & well versed in Alts)

Wealth Advisor, Investments Centura Wealth Advisory is seeking a Wealth Advisor, Investments to provide expertise on investment management services for new and existing clients while maintaining relationships with personally sourced and established clients. As the Investment Specialist, you are at the forefront of client satisfaction through achieving client’s financial goals by optimizing investment portfolio outcomes and thereby growing existing AUM and winning new AUM mandates. Roles and Responsibilities: The key areas of responsibility include:

• Act as the Consulting team subject matter expert on client investments, public markets, and internal portfolio holdings to maintain and grow AUM.
• Contribute to team Assets Under Management “AUM” goals through making data-backed investment recommendations to existing clients as well as new opportunities.
• Ownership and management of personal loyal client base.
• Analyze current & prospective client’s investment portfolios, identifying gaps, and providing investment solutions and recommendations
• Manage & own the team’s portfolio proposal process to include creation of portfolio proposals and supporting client deliverables. Recommend and present proposed solutions to clients
• Responsible for implementation of client proposals once approved and steward through the investment management process and life cycle.
• Manage opportunities processed within company CRM and technology systems. Own the identification and opportunity creation of new investment offerings and appropriate/suitable clients for new opportunities. Prepare and present investment offerings to clients and prospects in conjunction with the Investment Department.
• Leverages technology, team, and process to achieve the sales results for the team.
• Builds and maintains his/her/team/firm reputation within community as professional, cutting-edge, and sought-after organization for UHNW individuals and families.

Key Success Factors: The successful candidate will be able to demonstrate the following KSFs:

• Effectively engages clients and builds trust through delivering a strong value proposition
• Maintain strong interpersonal relationship skills with both internal employees/teammates and external clients.
• Familiarity, and in some cases, expertise in Centura’s planning strategies for UHNW clients and the understanding of how investment solutions integrate into various tax planning strategies
• Helps achieve team and personal annual plan for new business goals, and tracks/monitors progress towards achieving the goal.
• Follows Centura processes for managing sales pipeline in Salesforce, and working within a team of aligned professionals.
• Stays abreast of significant changes or developments (e.g. taxation, regulatory, legal, competitive, and technical) within the fields of investments and financial services; seeks to learn and find new strategies that can benefit his/her clients, as well as other firm clients.
• Both presentation and writing skills will be essential.

Licensing & Education:

• Undergraduate degree – Required
• Series 65/6- Required
• Certified Financial Planner “CFP” or CFA designation – Preferred
• CA Life Insurance License- Preferred

Experience:

• Proven track record of hitting sales quotas and achieving growth to gather AUM
• 8+ Years financial advisory, investment management experience
• Proficient with the following software programs
• Microsoft Office (Outlook, Word, Excel, Power Point, Visio, etc.) – Required
• Orion - Highly Preferred
• Salesforce – Preferred
• Brokerage Trading and Account Interfaces (EX: Schwab Advisor Center, Fusion, etc.)
• Market Databases and Analytics (EX: Hidden Levers, Right Capital, Ycharts, Pitchbook) etc.)

What we provide you:

• Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team
• Generous Paid Time Off
• Full medical, dental, vision benefits, & 401k match
• Collaborative, team-oriented environment rooted in core values
• Centura Spirit Week twice a year = tons of fun, team building, and CWA Spirit! (Think pajama day, beach day, costume contest day, mini-golf, company parties and more!)
• Monthly firm-wide coaching sessions to develop professionally, personally, and collectively as a team
• Onsite cafeteria and gym

Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Salary: $150k - $200k Base + Bonus + Equity Potential Apply tot his job Apply To this Job