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© All Rights Reserved. ApplyBlast.com
Centura Wealth Advisory
The Senior Case Advisor is a client-facing, revenue-driving role responsible for advancing qualified opportunities through engagement close, requiring strong technical fluency across tax and wealth planning. This role leads prospect and client meetings, combining relationship building, technical tax knowledge, and consultative sales discipline to guide clients through complex planning decisions. In addition to closing business, the Senior Case Advisor provides feedback that strengthens sales processes, messaging, and client experience.
Headquarters
San Diego, California, United States
Company Size
11-50 employees
Founded
2018
Centura Wealth Advisory specializes in sophisticated tax strategies combined with comprehensive wealth advisory services. They work with clients whom they believe can receive exponential value from targeted tax optimization and strategic financial guidance. The firm emphasizes bespoke, value-driven solutions designed to align tax strategy with broader wealth management goals. By leveraging tax expertise and advisory support, Centura Wealth helps individuals and businesses optimize outcomes and preserve wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Centura Wealth Advisory.