Job summary
Job post source
This job is directly from Centura Wealth Advisory
Job overview
The Director of Portfolio Solutions at Centura Wealth Advisory will lead initiatives to grow Assets Under Management (AUM) while providing investment support and training to Investment Advisors, significantly impacting the firm's growth and client satisfaction.
Responsibilities and impact
Responsibilities include driving AUM growth initiatives, managing portfolio proposals, training Investment Advisors, analyzing client portfolios, and developing investment collateral, all aimed at enhancing client satisfaction and achieving financial goals.
Compensation and benefits
The salary range for this position is $175k - $200k base plus bonuses.
Experience and skills
Candidates should have 7+ years of financial services sales experience, strong knowledge of investments, and excellent interpersonal and communication skills; a degree in finance or related fields is required, with preferred certifications like CFA or CFP.
Work environment and culture
Centura Wealth Advisory fosters a culture of excellence, ethical standards, and diversity, aiming to create an inclusive environment for all employees.
Company information
Centura Wealth Advisory, established in 2005 and headquartered in San Diego, is an SEC Registered Investment Advisory firm focused on providing innovative Investment and Wealth Management services to affluent clients.
Application process
Applying for this role is straightforward; candidates can click on 'Apply' to be considered for the position.
Company overview
Centura Wealth Advisory is a financial services firm specializing in wealth management, financial planning, and investment advisory services. They generate revenue through advisory fees, asset management fees, and financial planning services. Founded with a mission to provide personalized financial strategies, Centura has built a reputation for its client-centric approach and expertise in navigating complex financial landscapes. Their history includes a commitment to innovation and a focus on delivering tailored solutions to high-net-worth individuals and families.
How to land this job
Position your resume to highlight your extensive experience in driving AUM growth initiatives, showcasing your ability to manage portfolio proposals and deliver client-focused solutions.
Emphasize your leadership skills in training and developing Investment Advisors, as well as your proven track record in achieving sales quotas and building strong client relationships.
Apply through various platforms, including Centura Wealth Advisory's corporate site and LinkedIn, to maximize your visibility for the Director of Portfolio Solutions role.
Connect with professionals in the Investment Department at Centura Wealth Advisory on LinkedIn to express your interest in the position; potential ice breakers could include discussing recent trends in investment strategies or asking about their experience working at the firm.
Optimize your resume for ATS by incorporating key terms from the job description, such as 'AUM growth,' 'investment management services,' and specific software proficiencies like Orion and market databases.
Utilizing Jennie Johnson's Power Apply feature can streamline your application process, ensuring your resume is tailored for the role while freeing up your time to focus on networking and interviews.
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