Financial Planning Associate

Centura Wealth Advisory

Centura Wealth Advisory, headquartered in San Diego with a national presence, is seeking an Associate Advisor to support the Wealth Advisor in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. You will manage client meeting preparation, conduct financial modeling, and prepare advanced planning deliverables, while mentoring junior team members and helping to improve processes. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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