Wealth Marketing Intern: CRM & Content Creation

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

Benefits offered by this job

Onsite in San Diego office

Job summary

Centura Investment Advisory, headquartered in San Diego, invites a Marketing Intern to gain hands-on experience in wealth management marketing. The role is onsite in our San Diego office, 15-20 hours per week during the semester and 40 hours per week in the summer, with exposure to Salesforce, HubSpot, Wordpress, Canva, and Asana.

You will support CRM entry, content creation, event coordination, and market research, developing skills in marketing and business development in a professional

Qualifications

• Currently enrolled as a sophomore or junior in college
• Able to provide at least 15 hours during the academic year and be full-time during the summers
• GPA of 3.0 or higher
• Majoring in finance, business, or a related field
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Responsibilities

• Salesforce and CRM entry
• HubSpot entry and campaign support
• Watching invite lists and tracking
• Updating event contract records
• Researching topics and presented findings
• Back-end client coordination e.g. creating Docusign
• Proof reading email copy
• First passes at marketing copy
• Create email templates
• Write Standard Operating Procedures
• Supporting the preparation of documents to adhere to brand standards
• Creation of content and maintaining website
• Lead the monthly Market Wrap Review from end-to-end
• Perform other duties as assigned, contributing to a collaborative and high-performing team environment

Skills

Marketing aptitude

Strong communication

Multitasking

Attention to detail

Team collaboration

Active listening

Education

Sophomore or junior in college

GPA 3.0 or higher

Finance/Business major

Tools

Salesforce

HubSpot

Wordpress

Canva

Asana

Job description

Centura Investment Advisory, headquartered in San Diego, invites a Marketing Intern to gain hands-on experience in wealth management marketing. The role is onsite in our San Diego office, 15-20 hours per week during the semester and 40 hours per week in the summer, with exposure to Salesforce, HubSpot, Wordpress, Canva, and Asana.

You will support CRM entry, content creation, event coordination, and market research, developing skills in marketing and business development in a professional