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UHNW Investment Lead - Portfolio Growth & Strategy

Centura Wealth Advisory

Centura Investment Advisory, a San Diego–based SEC-registered firm, seeks a Wealth Advisor for the Diamond Team to lead investment strategy and portfolio management for HNW/UHNW clients. The role drives AUM growth, oversees end-to-end investment deployment, and collaborates with the Wealth Advisor and Investment Committee on data-driven solutions. The successful candidate will own client portfolios, communicate complex concepts clearly, and maintain rigorous compliance with fiduciary standards #J-18808-Ljbffr Centura Wealth Advisory

Vacancy posted 3 days ago
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