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Centura Wealth Advisory · 3 weeks ago

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

United States

Full-time

Remote

Senior Level, Lead/Staff

$150K/yr - $200K/yr

8+ years exp

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. The role focuses on achieving client’s financial goals by optimizing investment portfolio outcomes and growing existing AUM.

ConsultingFinancial ServicesWealth Management

Responsibilities

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

Qualification

Investment ManagementAUM GrowthClient Relationship ManagementSalesforceSeries 65/6CFPCFAMicrosoft OfficeMarket DatabasesPresentation SkillsInterpersonal Skills

Required

Undergraduate degree – Required

Series 65/6- Required

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

Preferred

Certified Financial Planner “CFP” or CFA designation – Preferred

CA Life Insurance License- Preferred

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

Benefits

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