Senior Tax & Wealth Advisory Lead
$150k - $200kCentura Wealth Advisory
Centura Wealth Advisory seeks a Senior Case Advisor in San Diego, CA. This client-facing role advances qualified opportunities and combines relationship building with technical tax knowledge. Responsibilities include leading client meetings, driving sales, and educating clients on strategies. The ideal candidate will have 7+ years of experience with high-net-worth clients, a Bachelor's degree, and CPA preferred. A salary range of $150,000 - $200,000 plus bonus is offered. #J-18808-Ljbffr Centura Wealth Advisory
Vacancy posted 20 hours ago
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