UHNW Wealth Investment Advisor | End‑to‑End Portfolio Lead
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-17
Listing for:
Centura Wealth Advisory
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Centura Wealth Advisory in San Diego, CA seeks a Wealth Advisor – Investments to lead the investment function for HNW/UHNW clients. You will own end-to-end portfolio development, align with client goals, and drive AUM growth through data-driven strategies and collaborative teamwork.
You'll partner with Wealth Advisors and Compliance to deliver tailored, tax-aware investment solutions, monitor performance, and support firm-wide initiatives across Addepar, Salesforce, and related platforms.
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