Business Development Associate

Overview

This role is located onsite in San Diego, California. Centura Wealth Advisory (CWA) is seeking a highly organized and proactive Business Development Associate to support the Strategic Relationships team. This role assists with planning deliverables, relationship management, and administrative tasks for ultra-high-net-worth individuals and sophisticated professional partners. The ideal candidate will be detail-oriented, responsive, and eager to contribute to a high-performance team.

This is an excellent opportunity to gain exposure to advanced financial and tax planning concepts while developing foundations in client service, operations, and project coordination.

• Client & Partner Coordination
• Coordinate communication and logistics with prospective clients and Centers of Influence (COIs)
• Assist in the process for meeting preparation and follow-up
• Manage document collection, intake, and maintain organized client files
• Planning Support
• Assist with the preparation of planning deliverables, including tax projections, balance sheets, pricing analyses, and proposals
• Prepare and send planning engagement agreements
• Conduct market research to support planning initiatives
• Operational & Administrative Support
• Maintain accurate activity tracking records in Salesforce CRM
• Monitor CRM inbox and ensure data is logged and updated appropriately
• Create and maintain SOPs for the Strategic Relationships team
• Provide general internal support for operational projects and administrative needs
• Perform other duties as assigned
• Calendar Management
• Schedule and confirm meetings with prospective clients, existing clients, and professional partners
• Manage the calendars of Strategic Relationships team members, including coordinating internal and external appointments
• Follow up with leads to ensure timely scheduling of consultations and follow-up meetings

• Experience
• 2-3 years of experience in financial services, wealth management, or a professional services environment
• Proficiency with Microsoft Office and familiarity with Salesforce CRM
• Demonstrated ability to prioritize and support multiple team members and projects
• Education
• Bachelor’s degree in Finance, Business, Accounting, or related field
• Skills
• Strong written and verbal communication skills with attention to detail
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Collaborative mindset with a willingness to support various team needs
• Strong organizational skills and a proactive, solution-oriented attitude
• Proficiency with Salesforce and Microsoft Office, preferred

• Compensation: $70k - $75K / year
• Hybrid
  
  Schedule:
  
  Option to work from home one day a week
• Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team
• Generous Paid Time Off
• Full medical, dental, vision benefits, & 401k match
• Mentorship from senior advisors
• Collaborative, team-oriented environment rooted in core values
• Monthly Midweek-Mingle — team breakfast for the office (rotation)
• Quarterly events including happy hours and volunteer events
• Centura Spirit Week twice a year with team-building activities
• Monthly firm-wide coaching sessions for professional, personal, and collective development
• Onsite cafeteria and gym

Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC-registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We focus on clients  needs, uphold ethical standards, and invest in our people to cultivate a culture of excellence across the company and services.

We are committed to creating a diverse and inclusive environment and are proud to be an Equal Opportunity Employer. We welcome applicants from all backgrounds and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.