Senior Tax & Wealth Advisory Lead
$150k - $200kCentura Wealth Advisory
Centura Wealth Advisory is seeking a Senior Case Advisor who will play a pivotal role in driving revenue and advancing client opportunities. This position requires strong technical fluency across tax and wealth planning while managing client relationships to facilitate informed decision-making. Candidates should have at least 7 years of experience in consultative sales and a Bachelor’s degree in Finance or related fields. The role offers a competitive salary of $150,000 - $200,000 plus bonus opportunities. #J-18808-Ljbffr
Vacancy posted 4 days ago
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