Wealth Management Intern San Diego (Fall 2026)
Centura Wealth Advisory•San Diego, CA
•Onsite
About The Position
Centura Wealth Advisory is seeking a Wealth Management 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
- Currently a sophomore enrolled in an accredited undergraduate program
- GPA of 3.0 or higher
- Majors: Business, Marketing, Sales, Finance, or Mathematics
- Proficiency with standard office equipment and software
- 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)
- 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
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
- Quarterly events including happy hours and volunteer events
- Centura Spirit Week twice a year
- Quarterly firm-wide coaching sessions
- Onsite cafeteria and gym
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What This Job Offers
Job Type
Part-time
Career Level
Intern
Education Level
Associate degree
