Wealth Advisory Associate: UHNW Planning & Growth
$65k - $95kCentura Wealth Advisory
An established wealth management firm in San Diego is seeking an Associate Advisor to support Wealth Advisors in delivering comprehensive financial, tax, investment, and estate planning solutions. The role involves preparing client documentation, conducting financial modeling, and collaborating with internal and external professionals to manage client strategies. The ideal candidate will have a strong foundation in financial planning, exceptional communication skills, and 3+ years of wealth management experience. Compensation is expected to be between $65,000 to $95,000 plus bonuses. #J-18808-Ljbffr Centura Wealth Advisory
Vacancy posted 5 days ago
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