Wealth Management Intern San Diego (Fall 2026)

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.

• →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

• 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

• 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

• 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