Job Description
Job Description
The Marketing 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
- Create 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)
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.
Salary: $17.25 per hour