Consulting Intern Jobs in California

You must be able to work onsite (15 hours minimum / week) at Centura's San Diego, California Headquarters.

Summary:

Centura's Consulting Internship provides a hands-on introduction to the world of wealth management. Interns will gain firsthand experience in how advisors help clients build and preserve wealth through sophisticated tax planning, wealth transfer strategies, asset management and insurance solutions.

Throughout the internship, you’ll collaborate with professionals across multiple teams, learning how client relationships are supported, and financial planning decisions are made and executed. You’ll be exposed to a variety of tools, technology platforms, and real client scenarios that will strengthen your wealth management knowledge and problem-solving skills.

Primary Responsibilities:

• Prepare financial exhibits including, but not limited to, balance sheets, cash flow projections, retirement projections, estate summaries, insurance summaries, and basic client deliverables
• Collect, maintain, organize and update client data within internal systems
• Assist in development of presentations for clients and prospects
• Support client communications, including information requests, follow-ups, and problem resolution
• Learn and utilize key financial software platforms including Salesforce, Orion, RightCapital, 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
• 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 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)

Competencies:

• Accountability
• Communication
• Adaptable
• Initiative
• Vulnerable
• 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.

Compensation: $17.50 / hour