About the role#
This marketing internship offers a hands-on introduction to business development and marketing within the wealth management industry. You will gain experience using digital marketing tools and building professional content. This role is designed for current undergraduates to develop practical skills in a professional office environment.
What you'll do#
- Manage data entry for Salesforce, CRM, and HubSpot systems.
- Support marketing campaigns and track event invite lists.
- Update event contract records and handle back-end client coordination, such as creating Docusign documents.
- Research specific topics and present your findings to the team.
- Write and proofread marketing copy, email templates, and Standard Operating Procedures.
- Assist in preparing documents to ensure they meet brand standards.
- Create content and maintain the company website.
- Lead the monthly Market Wrap Review from start to finish.
What you'll need#
- Current enrollment as a college sophomore or junior.
- A GPA of 3.0 or higher.
- Major in finance, business, or a related field.
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
- Exceptional verbal and written communication skills.
- Ability to multitask, follow directions, and adapt to new challenges.
- Strong organizational skills with attention to detail.
- A proactive attitude and the ability to accept and apply feedback.
- Familiarity with Salesforce, HubSpot, Wordpress, Canva, or Asana is helpful but not required.
Location & details#
- This is an on-site position based in San Diego, California.
- You must be able to work at least 15 hours per week during the academic year.
- You must be available to work full-time during the summer months.
- This is a paid internship.
About Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm based in San Diego, California. Founded in 2018, the firm provides financial planning and investment services to high net worth individuals, families, and institutions. It operates as a Registered Investment Adviser with a team of approximately 63 employees.
How to get in at Centura Wealth Advisory
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