Wealth Management Intern San Diego (Fall 2026)

Centura Wealth Advisory • San Diego, CA

2d • Onsite

About The Position

Centura Wealth Advisory is seeking a Wealth Management Intern to support its financial planning, investment management, and legacy planning services for affluent individuals, business entities, and nonprofit organizations. The internship provides undergraduate students with professional experience and opportunities to develop skills in investment management, financial planning, and client service through the firm's Liberated Wealth process.

The position is onsite in San Diego, California. It is intended for current sophomores who live in and attend school in the San Diego metropolitan area. The internship is scheduled to run from October 2026 through May 2028, with the end date depending on the candidate's graduation year. Work hours are 15–20 per week during the school year and 40 per week during the summer. The position is non-exempt and pays $17.25 per hour.

Centura Investment Advisory is an SEC-registered investment advisory firm headquartered in San Diego with a national presence. The firm has provided investment and wealth management services since 2005. Centura states that it is committed to an inclusive workplace and is an equal opportunity employer.

Requirements

• Currently be a sophomore enrolled in an accredited undergraduate program.
• Have a GPA of 3.0 or higher.
• Be majoring in Business, Marketing, Sales, Finance, or Mathematics.
• Live in and attend school in the San Diego metropolitan area.
• Have a strong work ethic and exceptional listening, verbal, and written communication skills.
• Be able to multitask, follow directions, and adapt quickly to new challenges.
• Have organizational and time-management skills and strong attention to detail.
• Be proficient in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Have basic knowledge of financial and investment concepts, including stocks, bonds, mutual funds, and insurance products.
• Be inquisitive, resourceful, and eager to learn in a dynamic team setting.
• Be proficient with standard office equipment and software.
• Demonstrate integrity and honesty, including ethical conduct, confidentiality, and trustworthiness.
• Demonstrate conscientiousness, interpersonal skills, clear professional communication, and strong organization and prioritization.

Responsibilities

• Research ETFs, stocks, mutual funds, bonds, and other securities using various research services.
• Maintain and update portfolio analytical materials, investment documentation, and client data.
• Identify, collect, and present research materials on alternative investments and attend assigned webinars.
• Prepare custodian paperwork, client applications, transfer paperwork, and service forms, and track progress and completion.
• Assist with developing 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 use financial software platforms, including Salesforce, Morningstar, Orion, and Wealth Access.
• Perform other duties as assigned and contribute to a collaborative team environment.

Benefits

• Mentorship from senior advisors.
• Collaborative, team-oriented environment rooted in core values.
• Monthly Midweek-Mingle lunches prepared by a team member group.
• Quarterly events, including happy hours and volunteer events.
• Centura Spirit Week twice a year, with team-building activities and company events.
• Quarterly firm-wide coaching sessions for professional and personal development.
• Onsite cafeteria and gym.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern