Associate Advisor

Centura Wealth Advisory — Del Mar, San Diego County
Full-Time Oct 24, 2026
$1,827 - $2,231/week
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About This Position

The Associate Advisor supports the Wealth Advisor in delivering financial, tax, investment, and estate planning for high-net-worth clients. This role reviews paraplanner drafts and builds the planning analysis and models behind Wealth Advisor-led strategies. The Associate Advisor designs tax and estate scenarios from client facts under Wealth Advisor guidance and reviews client tax returns for planning opportunities. The Wealth Advisor reviews all analysis before it reaches a client and owns th…

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Job Details

Company
Centura Wealth Advisory
Location
Del Mar, San Diego County
Type
Full-Time
Salary
$1,827 - $2,231/week
Posted
24/10/2026
Quick Apply

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