Business Development Associate

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.

Roles and Responsibilities :

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.

Key Responsibilities :

• Client & Partner Coordination

Coordinate communication and logistics with prospective clients and Centers of Influence (COIs)

Assist with the preparation of planning deliverables, including tax projections, balance sheets, pricing analyses, and proposals

Maintain accurate activity tracking records in Salesforce CRM

Schedule and confirm meetings with prospective clients, existing clients, and professional partners

Required Qualifications :

2-3 years of experience in financial services, wealth management, or a professional services environment

Bachelor's degree in Finance, Business, Accounting, or related field

Strong written and verbal communication skills with attention to detail

What We Provide You :

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.