Wealth Management Intern San Diego (Fall 2026)

centurawealth; San Diego (CA); On-site; USD 23,000 - 28,000; Full time

Benefits offered by this job

Mentorship from senior advisors

Collaborative, team-oriented culture

Onsite cafeteria and gym

Quarterly events and team-building

Job summary

Centura Wealth Advisory is seeking a Wealth Management Intern to join our team in San Diego. This internship provides hands-on exposure to investment management, financial planning, and client service within our Liberated Wealth process.

You will perform research on ETFs, stocks, and funds, support portfolio materials, and learn software like Salesforce, Morningstar, Orion, and Wealth Access while collaborating with a professional advisory team.

Qualifications

• Current sophomore enrolled in an accredited undergraduate program.
• Proficiency with standard office software and basic financial concepts.
• Majors: Business, Finance, Mathematics, or related fields.

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.

Skills

Research & Analysis

Financial concepts

Client service

Microsoft Office

Education

Sophomore undergraduate

Tools

Salesforce

Morningstar

Orion

Wealth Access

Job description

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.

Location:

Onsite in San Diego, CA

Eligibility:

Current sophomores living in and attending school in the San Diego Metro area

Duration:

October 2026 - May 2028 (end date depends upon candidate's graduation year)

Hours:

15-20 hours/week during the school year and 40 hours/week during the summer

Primary 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

Knowledge, Skills and Abilities:

• 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

Minimum Qualifications:

• 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

Competencies:

• Integrity / Honesty – Maintains high ethical standards, confidentiality, and trustworthiness
• Conscientiousness – Demonstrates effort, commitment, and responsible behavior
• Interpersonal Skills – Builds positive relationships with colleagues and clients through courtesy, tact, and empathy
• Communication – Uses clear, professional language, grammar, and presentation in all interactions
• Organization – Highly detail-oriented, accurate, and able to prioritize competing demands effectively

Centura Perks:

• Mentorship from senior advisors
• Collaborative, team-oriented environment rooted in core values
• Monthly Midweek-Mingle - Each month a team cooks lunch 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!)
• Quarterly firm-wide coaching sessions to develop professionally, personally, and collectively as a team
• Onsite cafeteria and gym

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

This position is non-exempt and is paid according to the laws of the State of California. The pay for this position is $17.25 USD per hour.