Intern

Centura Wealth Advisory • San Diego, CA

46d • $17 • Onsite

About The Position

This Fall 2025 internship is available to students who are currently a sophomore or junior in college. Freshman and seniors are not eligible. Time commitment: You can choose between 15 - 20 hours a week. Do not apply if you are unable to work onsite at our San Diego HQ. Only candidates who are located in San Diego, California will be considered. Centura Wealth Advisory, a non-commission, fee-only SEC Registered Investment Advisory firm located in San Diego, is seeking a Finance Intern to join our team. We provide Wealth Advisory Services including financial planning, investment management, and legacy planning to affluent individuals, business entities, and non-profit organizations through our Liberated Wealth (SM) process. This internship offers undergraduate students an opportunity to gain meaningful experience in a professional business environment while developing skills in investment management, financial planning, and client service.

Requirements

• Strong work ethic with exceptional listening, verbal, and written communication skills
• Ability to multitask, follow directions, and adapt quickly to new challenges
• Organizational and time-management skills with strong attention to detail
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and comfort with social media platforms (LinkedIn, Facebook, YouTube)
• Basic knowledge of financial and investment concepts, including stocks, bonds, mutual funds, and insurance products
• Inquisitive, resourceful, and eager to learn in a dynamic team setting
• Enrollment in an accredited undergraduate or graduate CFP-affiliated program
• GPA of 3.0 or higher
• Majors: Business, Marketing, Sales, Finance, or Mathematics
• Proficiency with standard office equipment and software

Responsibilities

• Perform research on ETFs, stocks, mutual funds, bonds, and other securities using various research services
• Maintain and update portfolio analytical material, investment documentation, and client data
• Identify, collect, and present research materials on alternative investments; attend webinars as assigned
• Prepare custodian paperwork, client applications, transfer paperwork, and service forms, tracking progress and completion
• Assist in development of presentations for clients and prospects
• Prepare financial exhibits including balance sheets, cash flow projections, retirement projections, estate summaries, and insurance summaries
• Support client communications, including information requests, follow-ups, and problem resolution
• Learn and utilize key financial software platforms including Salesforce, Morningstar, Orion, Wealth Access, and others
• Perform other duties as assigned, contributing to a collaborative and high-performing team environment

Benefits

• Mentorship from senior advisors
• Collaborative, team-oriented environment rooted in core values
• Monthly Midweek-Mingle - Each month a team cooks breakfast for the office
• Quarterly events including happy hours and volunteer events
• Centura Spirit Week twice a year = tons of fun, team building, and CWA Spirit! (Think pajama day, beach day, costume contest day, mini-golf, company parties and more!)
• Monthly firm-wide coaching sessions to develop professionally, personally, and collectively as a team
• Onsite cafeteria and gym

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed
• Number of Employees: 11-50 employees