Training Specialist

centurawealth

4 hours ago

San Diego, CA

Onsite

Full Time

Senior

0 applicants

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About this role

A Training Specialist at Centura Investment Advisory designs and delivers high-impact training programs focused on advanced tax strategies, wealth transfer planning, and complex client needs for ultra-high-net-worth clients.

Skills

Qualifications

Bachelor's Degree in Finance, Business, Education, Psychology or related fieldAdvanced planning credentials (CFP, CFA, CAIA, JD, LLM or similar)Instructional design training or adult learning methodology experience5+ years in wealth management working specifically with the UHNW / HNWDemonstrated understanding of tax planning, estate planning, wealth transfer strategies, and investment structures for UHNW clients

About centurawealth

centurawealth.com

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.