Wealth Advisor, Investments
centurawealth
About this role
A Wealth Advisor, Investments leads investment strategies for High Net Worth and Ultra-High Net Worth clients, driving AUM growth and managing the full investment lifecycle from client positioning to portfolio deployment and ongoing management.
Skills
Qualifications
About centurawealth
centurawealth.comCentura 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.
About centurawealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for centurawealth.
Salary
$120k – $200k
per year