Centura Wealth Advisory

Advisor

• Advance qualified opportunities through engagement close and convert prospects into signed advisory engagements
• Lead prospect and client meetings, guide discussions, frame strategy, and manage meeting flow
• Establish credibility by understanding each client’s tax, financial, and personal context
• Position tax and wealth strategies accurately and responsibly
• Educate clients on risks, assumptions, and limitations of proposed strategies
• Coordinate cross-functionally from sale through execution
• Identify opportunities to deepen relationships and expand services
• Identify process gaps and recommend improvements to sales and engagement workflows
• Perform other duties as assigned in a collaborative team environment

Explore Senior Case Advisor at Centura Wealth Advisory. Review requirements and application details.