Teams at Centura Wealth Advisory

Leads the development and execution of Centura’s advisor recruiting program for mergers, acquisitions, and tuck-ins. Builds sourcing, qualification, evaluation, and closing frameworks; develops advisor value propositions and candidate experiences; creates acquisition pipelines; monitors wealth-management trends; establishes recruiting standards; and aligns senior stakeholders across the organization. The role requires entrepreneurial leadership, consultative selling, deep knowledge of advisor economics, and extensive independent wealth-management experience.

Build and manage high-net-worth and ultra-high-net-worth client relationships within Centura’s wealth advisory platform. Transition existing books of business, identify tax, estate, investment, insurance, and cash flow planning opportunities, collaborate with internal consulting teams, deliver client solutions, and grow and retain assets under management. Candidates may join as RIA firm owners or advisors bringing an existing book.

Leads investment sales and AUM growth for HNW and UHNW clients while owning portfolio proposals, deployment, monitoring, alternative investment integration, and performance reporting. Partners with wealth advisors and investment teams to develop tax-aware strategies, close new business, manage client portfolios, and deliver clear investment insights. Maintains CRM and portfolio platform records, supports compliance and fiduciary standards, and builds long-term client relationships.