Job Description

Job Description

Job Description

Centura Wealth Advisory (CWA) is seeking a highly organized and proactive Strategic Relationships Coordinator to support the Strategic Relationships team. This entry-level role plays a critical function in helping serve 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 Strategic Relationships Coordinator 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
  • 1-3 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

Competitive compensation includes:

• Salary (Target $23-25 per hour, plus bonus)
• Bonus
• Opportunity to contribute to a dynamic, fast-paced business and rapidly growing UHNW team
• Open and supportive team-based environment
• Paid Time Off
• Full medical, dental, vision benefits

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 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.

Job Tags

Similar Jobs