Wealth Management Intern — Mentored, Hands-On Finance

Centura Wealth Advisory; United States; On-site; USD 16,000 - 23,000; Full time

Benefits offered by this job

Mentorship from senior advisors

Collaborative team environment

Onsite cafeteria and gym

Quarterly events

Job summary

Centura Wealth Advisory is seeking a Wealth Management Intern in San Diego, CA, offering an opportunity to gain meaningful experience in investment management, financial planning and client service.

You'll research ETFs, stocks and other securities, maintain portfolio materials and client data, and learn Salesforce, Morningstar and Orion Wealth Access while supporting a collaborative, high-performing team.

Qualifications

• Sophomore undergraduate student in a related field.
• GPA of 3.0 or higher.
• Majors include 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.
• 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

Skills

Communication skills

Multitasking

Time management

Detail-oriented

Education

Sophomore undergraduate

GPA 3.0+

Majors: Business, Finance, Mathematics

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

Centura Wealth Advisory is seeking a Wealth Management Intern in San Diego, CA, offering an opportunity to gain meaningful experience in investment management, financial planning and client service.

You'll research ETFs, stocks and other securities, maintain portfolio materials and client data, and learn Salesforce, Morningstar and Orion Wealth Access while supporting a collaborative, high-performing team.