Centura Wealth Advisory is expanding through strategic mergers and tuck-ins, and we're looking for firm owners and advisors who want more than a transaction. If you own an RIA and are ready to join a larger, more sophisticated platform, or you carry a book of business and want the backing of an established team, there's a path built for you.
Every advisor who joins delivers the same foundation: the Liberated Wealth® framework, spanning tax, investment, estate, insurance, and cash flow planning, for high-net-worth and ultra-high-net-worth clients.
Two Paths to JoinFor Firm OwnersYou own an RIA and are ready to bring your team into a larger platform.
- Book / AUM: $200MM-$1B, team of up to ~10
- Experience: 15+ years in advisory or investment management, with a strong HNW/UHNW focus
- Licensing: Series 65 (active or attainable)
- Preferred: 5+ years serving UHNW clients (>$20MM), and either charges planning fees or originates life insurance
For Advisors Bringing a BookYou carry a book of business and want to join a sophisticated RIA without the burden of running a firm.
- Book / AUM: $50MM-$1B
- Experience: 10+ years in advisory or investment management, with a strong HNW/UHNW focus
- Licensing: Series 65 (active or attainable)
- Preferred: 5+ years serving UHNW clients, and either charges planning fees or originates life insurance
What You'll Do- Transition your existing client relationships onto Centura's fee-based, insurance-friendly planning platform
- Lead client conversations that uncover planning opportunities across tax optimization, estate planning, and investment strategy
- Partner with Centura's internal consulting teams to develop high-impact deliverables and translate complex strategies into clear client decisions
- Grow and retain assets under management by integrating multiple services into each client relationship
- Help build and maintain Centura's reputation as a client-centric firm for HNW and UHNW individuals and families
What You Bring- A proven track record of managing and growing a book of HNW/UHNW client relationships
- Ability to lead complex financial conversations and deliver a clear, compelling value proposition
- Strong interpersonal skills and a collaborative approach to a team-based advice model
- Up-to-date knowledge of taxation, regulation, and investment strategy, with an eye for new planning opportunities
- Excellent presentation and written communication skills
Minimum Qualifications- Bachelor's degree
- Active or attainable Series 65
- Minimum years of financial advisory experience per path above, with a strong focus on serving UHNW clients
- Demonstrated success managing client relationships within an RIA or broker-dealer environment
Preferred Qualifications- CFP®, CFA, CPA, or EA
- Life Insurance License (California or other state)
- Proficiency in Microsoft Office Suite and Salesforce
Competencies- Client Influence & Trust-Building
- Strategic Thinking
- Collaboration in a Team-Based Advice Model
- Relationship Building
- Accountability
- Communication
- Emotional Intelligence
- Results Oriented
- Client Orientation
- Decision Making
Why Centura Wealth AdvisoryLiberated Wealth® is a true differentiator, not a commodity pitch. Centura pairs insurance-friendly economics with a structured team model. Advisors focus on delivering planning, investment, and insurance solutions to ultra-high-net-worth clients while our Business Development and Marketing teams deliver quality leads and clients.
Our values: Accountability • Excellence • Passion • Humility • Transparency • Collaboration
To learn more, contact:Melody Troehler, Sr. Manager - Talent Acquisition
