Centura Wealth Advisory

Wealth Advisor

Bachelor’s degree in finance, business, economics, or related field; Series 65/66 required; CFP or CFA preferred; 8+ years financial advisory/investment management; proven sales track record; proficient with Microsoft Office; Salesforce, Addepar, and Asana preferred.

Wealth Advisor, Investments

Lead investment strategy, portfolio management, and client engagement for high-net-worth clients; strong sales and portfolio deployment experience.

Training Specialist

Design and deliver high-impact training programs for UHNW/HNW clients; develop content; coach advisors.

Marketing Intern

Spring/Summer 2026 internship; must be a sophomore or junior; onsite 15-20 hours/week during semester and 40 hours/week in summer; GPA 3.0+; major in finance/business; Proficiency in Microsoft Office; Salesforce/HubSpot/Wordpress/Canva/Asana helpful but not required.

Human Resources Intern

Assist People & Culture with HR processes, recordkeeping, onboarding/offboarding, and compliance; currently pursuing a bachelor’s degree; strong communication and Microsoft Office skills.

Paraplanner

3-5 years in financial planning/paraplanning; Bachelor’s in Finance/Accounting/Business; proficiency with Salesforce, Orion, RightCapital; knowledge of tax, estate, and financial planning concepts.

Associate Advisor 

Bachelor’s in finance/related field; CFP designation required; 3+ years wealth management; Excel proficiency; Salesforce experience; CA Life & Health license optional.

Director, People & Culture

Lead HR strategy, compliance, benefits, and performance; 8+ years HR, 3+ in leadership; CA employment law experience; SHRM cert preferred.

Senior Client Service Representative

Sr. CSR responsible for client support, accounts, data management, and coordinating with advisors; 5-7 years in wealth management; bachelor’s preferred.

Intern

Undergraduate or graduate student; 15-20 hours/week; on-site in San Diego; sophomores or juniors only; GPA 3.0+; majors in Business, Finance, Marketing, Sales, or Mathematics; proficient with MS Office.

Business Development Associate

2-3 years in financial services/wealth management; proficiency in Salesforce and Microsoft Office; strong communication and multi-project support; bachelor’s degree.

Vice President of Marketing & Sales

10+ years in business development leadership in UHNW wealth management or related services; proven leadership of BD and marketing teams; experience with lead-to-client workflows; Salesforce; Bachelor’s degree; CFP/CPA/CFA/JD preferred.

Director of Portfolio Solutions

Growth-focused leader with 7+ years in financial services sales, ability to develop investment strategies, and strong client-facing skills.

Head of Mergers, Acquisitions, & Tuck-Ins (MAT)

Head of Mergers, Acquisitions, & Tuck-Ins

5–8+ years in M&A/corporate development with wealth-management experience; lead end-to-end deal lifecycle; strong negotiation, sourcing, due diligence, and integration skills.

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

8+ years financial advisory, investment management; Undergraduate degree; Series 65/6 required; CFP or CFA preferred; CA Life Insurance license preferred.

Title	Location	Date
Wealth Advisor Full Time · 8+ YOE United States · Onsite	United States Onsite	Mar 24, 2026
Wealth Advisor, Investments Full Time · 8+ YOE United States · Onsite	United States Onsite	Mar 24, 2026
Training Specialist Full Time · 5+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Mar 10, 2026
Marketing Intern Internship · $37K/yr · 0+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Feb 6, 2026
Human Resources Intern Internship · $37K/yr San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Feb 2, 2026
Paraplanner Full Time · $63K-$90K · 3+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Jan 27, 2026
Associate Advisor Full Time · $65K-$95K · 3+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Jan 27, 2026
Director, People & Culture Full Time · $190K-$200K · 8+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Dec 29, 2025
Senior Client Service Representative Full Time · $95K-$105K · 5+ YOE Murrieta, California, United States · Onsite	Murrieta, California, United States Onsite	Dec 15, 2025
Intern Internship · $36K/yr San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Sep 8, 2025
Business Development Associate Full Time · $70K-$75K · 2+ YOE San Diego, California, United States · Hybrid	San Diego, California, United States Hybrid	Aug 1, 2025
Vice President of Marketing & Sales Full Time · $200K-$225K · 10+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Jul 24, 2025
Director of Portfolio Solutions Full Time · $175K-$215K · 7+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Jul 10, 2025
Head of Mergers, Acquisitions, & Tuck-Ins (MAT) Full Time · $200K · 5+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Feb 19, 2025
Wealth Advisor, Investments (Specialize in working with the UHNW/HNW & well versed in Alts) Full Time · $150K-$200K · 8+ YOE San Diego, California, United States · Onsite	San Diego, California, United States Onsite	Feb 12, 2025

Activities	Wealth managementFinancial planningInvestment managementTax optimizationEstate planning
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Centura Wealth Advisory
Employees	30
Type	Private
Parent Company	CCG WM Holding Company, LLC
Subsidiaries	Centura Foundation
Tagline	Providing wealth management and tax strategies for affluent clients.
Founded	2,018
Website	centurawealth.com

Centura Wealth Advisory

About Centura Wealth Advisory