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Wealth Advisory Intern Jobs (NOW HIRING)

Centura Wealth Advisory

Intern

San Diego, CA · On-site

$19 - $25/hr

Centura Wealth Advisory, a non-commission, fee-only SEC Registered Investment Advisory firm located in San Diego, is seeking a Finance Intern to join our team. We provide Wealth Advisory Services ...

Centura Wealth Advisory

Intern

San Diego, CA · On-site

$18.75 - $24.75/hr

Centura Wealth Advisory, a non-commission, fee-only SEC Registered Investment Advisory firm located in San Diego, is seeking a Finance Intern to join our team. We provide Wealth Advisory Services ...

NFP

Wealth Management Intern

Manhattan, NY · On-site

$20 - $27/hr

... Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly ... Our 10-week Summer Intern Program is designed to provide students a challenging, meaningful and ...

NFP

Wealth Management Intern

Melville, NY · On-site

$20 - $27/hr

... Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong ... Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ...

NFP

Wealth Management Intern

Melville, NY · On-site

$20 - $27/hr

... Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong ... Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner ...

KEATING

Wealth Management Internship

Manhattan, KS · On-site

$15/hr

Wealth Management Intern We are seeking a Wealth Management Intern to gain meaningful, hands-on ... advisory career. This position is non-exempt, located onsite in our Manhattan, KS office and ...

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Wealth Advisory Intern information

What is the difference between Wealth Advisory Intern vs Financial Planning Intern?

AspectWealth Advisory InternFinancial Planning Intern
Required CredentialsTypically pursuing finance, economics, or related degrees; certifications like CFP are not requiredSimilar educational background; some roles may prefer or require CFP coursework
Work EnvironmentFinancial firms, wealth management departments, investment advisory firmsFinancial planning firms, advisory departments, banks
Employer & Industry UsageUsed in wealth management and investment advisory firmsCommon in financial planning and personal finance firms
Search & Comparison IntentOften compared for entry-level roles in wealth managementCompared for internships in financial planning and advising

Both roles are entry-level internships in the finance industry, focusing on client advising and financial analysis. While they share similar educational backgrounds and work environments, Wealth Advisory Interns typically work more with investment strategies and wealth management, whereas Financial Planning Interns focus on comprehensive financial planning and personal finance advice.

What types of projects and client interactions can a Wealth Advisory Intern expect during their internship?

As a Wealth Advisory Intern, you can anticipate working on a variety of projects such as preparing financial reports, assisting with portfolio analysis, and conducting market research. Interns often support advisors in client meetings by taking notes, gathering data, and helping to develop investment strategies tailored to client goals. This role typically involves collaborating closely with both advisors and other interns, offering a valuable opportunity to observe how wealth management professionals interact with clients and address their unique financial needs. The hands-on experience and mentorship provided are excellent for building foundational skills and understanding the day-to-day operations of a wealth advisory team.

What does a Wealth Advisory Intern do?

A Wealth Advisory Intern supports wealth advisors by assisting with client research, preparing financial reports, and helping develop investment strategies. They often work on tasks such as portfolio analysis, administrative support, and market research. Interns gain exposure to financial planning, asset management, and client relationship management. This role provides valuable hands-on experience and insight into the financial services industry, preparing interns for future careers as financial advisors or analysts.

What are the key skills and qualifications needed to thrive as a Wealth Advisory Intern, and why are they important?

To thrive as a Wealth Advisory Intern, you need a foundational understanding of finance, investment principles, and financial planning, often supported by coursework in finance, economics, or related fields. Familiarity with financial analysis tools like Excel, CRM systems, and portfolio management software is typically expected. Strong interpersonal skills, attention to detail, and a proactive attitude help interns build trust and effectively support client advisors. These skills are crucial for delivering accurate financial insights, supporting client relationships, and gaining practical experience in a competitive industry.
What cities are hiring for Wealth Advisory Intern jobs? Cities with the most Wealth Advisory Intern job openings:
What are the most commonly searched types of Wealth Advisory jobs? The most popular types of Wealth Advisory jobs are:
What states have the most Wealth Advisory Intern jobs? States with the most job openings for Wealth Advisory Intern jobs include:
Intern

Intern

Centura Wealth Advisory

San Diego, CA • On-site

$19 - $25/hr

Internship

Posted 12 days ago

Job description

Spring/Summer 2026 internship is available to students who are currently a sophomore or junior in college. Freshman and seniors are not eligible.
Time commitment: You can choose between 15 - 20 hours a week during the Spring 2026 semester and then work 40 hours a week during the summer.
Do not apply if you are unable to work onsite at our San Diego HQ. Only candidates who are located in San Diego, California will be considered.
Centura Wealth Advisory, a non-commission, fee-only SEC Registered Investment Advisory firm located in San Diego, is seeking a Finance 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.
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) and comfort with social media platforms (LinkedIn, Facebook, YouTube)
  • 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:
  • Enrollment in an accredited undergraduate or graduate CFP-affiliated 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 breakfast 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!)
  • Monthly 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 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

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