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Vice President of Financial Planning
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Full-time
- Centura is a fast-growing boutique RIA serving both ultra-high net-worth individuals/families.
- Be a thought leader by staying abreast of significant changes or developments (e.g., taxation and tax law, estate planning, retirement planning, regulatory, legal, charitable giving, insurance and technical) within the fields of investments, insurance and financial services at large.
- Leverage technology tools such as Hidden Levers, Tiger Tables, Planner CS, Microsoft Excel, and Right Capital to model plans.
- Financial Analysis & Modeling - Able to prepare comprehensive financial plans using advanced modeling of financial plans including taxable and non-taxable estate trusts, income tax mitigation strategies, wealth transfer strategies, and investment strategies in both industry software as well as excel.
- Strong knowledge and understanding of the Investment Advisers Act of 1940, ERISA, Dodd-Frank, SEC rules and other relevant regulations and laws.
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