Marketing Intern

Summary

Centura Wealth Advisory is an SEC Registered Investment Advisory firm headquartered in San Diego, delivering innovative Investment and Wealth Management services. The Marketing Internship offers a hands-on introduction to business development and marketing, providing undergraduates with experience in digital marketing tools and content creation.

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

Skills

• 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)
• 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

Qualifications

Must Haves

• 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)
• 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

Nice to Haves

• Experience with Salesforce, HubSpot, Wordpress, Canva and Asana very helpful but not required