Wealth Planning Associate - Tax & Estate Strategy
centurawealth
Centura Wealth Advisory in San Diego, CA invites an Associate Advisor to support Wealth Advisors in delivering comprehensive financial, tax, investment, and estate planning solutions for high-net-worth clients. You will manage client meeting preparation, model financial scenarios in Excel, and prepare advanced planning deliverables. The role includes mentoring junior staff and driving process improvements within a collaborative advisory team. #J-18808-Ljbffr centurawealth
Vacancy posted 3 days ago
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