Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future.  Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients.  Our Liberated Wealth (SM) process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals. 

Ready to take your wealth from burdened to Liberated? Call us today to begin your journey with Centura Wealth Advisory. 858-771-9500.

CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/. 

Centura Wealth Advisory

Centura Wealth Advisory is seeking a dynamic and entrepreneurial leader to establish and lead its advisor recruitment program for Mergers, Acquisitions, and Tuck-ins (MAT). This is a rare opportunity to define the strategy of attracting, converting, and closing advisor talent from the ground up. The Director, Advisor Recruiting partners closely with senior wealth leadership, market leaders, and talent acquisition teams to continually improve and accelerate Centura’s advisor recruiting practice through sourcing, engaging, and closing experienced financial advisors who want to join Centura through a tuck-in, team lift-out, or small RIA acquisition. The ideal candidate will be both strategic and execution-oriented with a strong sales orientation.

Primary Responsibilities

Define and operationalize a repeatable framework for sourcing, qualifying, and closing advisor candidates aligned with Centura’s values and long-term vision.Develop compelling Value Proposition materials including playbooks, campaigns, and pitches targeted to advisor candidate audiences. Build and manage a market-leading advisor candidate experience at every stage. Create a robust pipeline of tuck-in candidates and small team acquisitions. Construct a repeatable framework for evaluating cultural, operational, and economic ?t with Centura’s business model.Stay current on consolidation trends, advisor movement, valuation benchmarks, and strategic shifts across the RIA landscape.Identify emerging opportunities and risks and adjust MAT strategy accordingly.Establish consistent recruiting standards, operating routines, and accountability across the full advisor recruiting lifecycle.Educate internal stakeholders on MAT objectives and ensure alignment across departments.

Knowledge, Skills And Abilities

Entrepreneurial mindset with a builder’s mentality—comfortable launching new initiatives in an unstructured environment.Trusted relationship builder with high emotional intelligence, especially in working with advisors, founders, and firm principals.Results-driven, persistent, and resourceful in navigating the nuances of advisor transitions and firm acquisitions.Consultative selling ability with deep knowledge of advisor economics. Strong networking capabilities and ability to work independently.High-level problem-solving skills and adaptability to a fast-paced environment.Collaborative team player who can work cross-functionallyWillingness to pursue ongoing education and professional development opportunities within the investment management ?eld.

Minimum Qualifications

Bachelor’s degree in business, Finance, Communications or a related field10+ years of experience in wealth management, recruiting strategy, sales enablement, business execution, or related leadership roles. 5+ years of leadership experience with demonstrated ability to drive enterprise initiatives. Demonstrated success by improving performance, driving adoption, and scaling business processes.Proven ability to establish and lead cross-functional efforts and influence senior stakeholders across a complex organization. Deep knowledge of the independent wealth management industry—including advisor economics, and client transition dynamics. 

Competencies

CommunicationGritForward ThinkingResults-OrientedTeamworkInfluencing OthersTrailblazerAdaptabilityRelationship BuildingStrategic Architect

Centura Investment 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 achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We 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.

Expected salary range for this role is $150,000 - $200,0000.