Business Development Associate

Career Opportunities with Centura Wealth Advisory

Careers At Centura Wealth Advisory

Current job opportunities are posted here as they become available.

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 plays a critical function in helping serve ultra-high-net-worth individuals and sophisticated professional partners by assisting with planning deliverables, relationship management, and administrative tasks.

The ideal candidate will be detail-oriented, responsive, and eager to contribute to a high-performance team. This is an excellent opportunity for someone looking to gain exposure to advanced financial and tax planning concepts while developing foundational skills in client service, operations, and project coordination.

Success in this role is defined by the ability to provide seamless administrative and planning support that enhances the client and professional partner experience while driving internal efficiency.

The Business Development Associate will play a vital role in organizing deliverables, managing communication logistics, and supporting process improvements across the Strategic Relationships function. This position requires strong attention to detail, the ability to juggle multiple priorities, and a collaborative mindset.

• 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
• Mentorship from senior advisors
• Collaborative, team-oriented environment rooted in core values
• Monthly Midweek-Mingle - Each month a team cooks breakfast for the office
• Quarterly events including happy hours and volunteer events
• Centura Spirit Week twice a year = tons of fun, team building, and CWA Spirit! (Think pajama day, beach day, costume contest day, mini-golf, company parties and more!)
• Monthly firm-wide coaching sessions to develop professionally, personally, and collectively as a team.
• Onsite cafeteria and gym

Centura Wealth Advisory, headquartered in San Diego with a national presence, is an…