Marketing Intern
Centura Wealth Advisory, San Diego, CA, United States
Career Opportunities with Centura Wealth Advisory
A great place to work.
Careers At Centura Wealth Advisory
Current job opportunities are posted here as they become available.
Spring/Summer 2026 internship is available to students who are currently a sophomore or junior in college. Freshman and seniors are not eligible.
Summary The Strategic Relationships Internship provides a hands‑on introduction to the world of business development and marketing in the wealth management space. Interns will gain firsthand experience leveraging key digital marketing tools as well as building marketing content. This internship provides current undergraduates an opportunity to gain meaningful experience in a professional business environment while developing skills in both marketing and business development.
This role requires the ability to work onsite in our San Diego office 15-20 hours per week during the semester and 40 hours per week during the summer.
Primary 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
Creating 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
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
Inquisitive, resourceful, and eager to learn in a dynamic team setting
Ability to ask thoughtful questions and actively listen
Open to and welcomes feedback with the ability to adjust quickly
Demonstrates a proactive, “can-do” attitude
Ability to manage time effectively
Ability to learn quickly and apply new information in real time
Ability to stay organized and meet deadlines
Motivated to contribute to a high-performing, collaborative team environment through a positive attitude and engagement
Experience with Salesforce, HubSpot, Wordpress, Canva and Asana very helpful but not required
Minimum 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)
Accountability
Communication
Adaptable
Initiative
Organizational Skills
Teamwork
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.
#J-18808-Ljbffr
A great place to work.
Careers At Centura Wealth Advisory
Current job opportunities are posted here as they become available.
Spring/Summer 2026 internship is available to students who are currently a sophomore or junior in college. Freshman and seniors are not eligible.
Summary The Strategic Relationships Internship provides a hands‑on introduction to the world of business development and marketing in the wealth management space. Interns will gain firsthand experience leveraging key digital marketing tools as well as building marketing content. This internship provides current undergraduates an opportunity to gain meaningful experience in a professional business environment while developing skills in both marketing and business development.
This role requires the ability to work onsite in our San Diego office 15-20 hours per week during the semester and 40 hours per week during the summer.
Primary 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
Creating 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
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
Inquisitive, resourceful, and eager to learn in a dynamic team setting
Ability to ask thoughtful questions and actively listen
Open to and welcomes feedback with the ability to adjust quickly
Demonstrates a proactive, “can-do” attitude
Ability to manage time effectively
Ability to learn quickly and apply new information in real time
Ability to stay organized and meet deadlines
Motivated to contribute to a high-performing, collaborative team environment through a positive attitude and engagement
Experience with Salesforce, HubSpot, Wordpress, Canva and Asana very helpful but not required
Minimum 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)
Accountability
Communication
Adaptable
Initiative
Organizational Skills
Teamwork
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.
#J-18808-Ljbffr