Wealth Management Intern San Diego Fall

Position: 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.

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…