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Paid Internships (Special Project)

We, Centara Capital Management Group, Inc, are looking for an intern to join the team and assist in a wide range of activities including, but not limited to: assisting in client intakes, financial modeling, preparing marketing materials and a variety of administrative tasks. This position provides a great opportunity for students interested in working in an entrepreneurial environment with a focus on finance, structured insurance products and bringing new financial instruments to market.

Qualifications include: Ability to analyze complex financial information and present in an understandable fashion, willingness to further industry specific knowledge base in various marketplaces including life insurance, estate planning and asset management, ability to operate in a dynamic, fast paced team environment.

Centara Capital Management Group, Inc. is a boutique wealth management firm that coordinates the expertise of in-house CFP® professionals, CPAs and Attorneys to serve the distinct planning needs of affluent families. We are approximately 30 employees and located in Mission Valley. $10 per hour. Candidate will be able to schedule at least 15 – 25 hours per week between the hours of 8:00am and 5:00pm Monday through Friday

Please send cover letter and resume to:
Centara Capital Management Group, Inc.
8880 Rio San Diego Drive, 4th Floor
San Diego, CA 92108
Ph: (619) 398-1700
Fax: (619) 398-1717
careers@centaracapital.com

Dean Consulting & Associates is located in the Rancho Bernardo area of San Diego and has been in business for over 25 years. The owner is a five time listed top financial advisor by “Worth Magazine.” We offer “fee only” financial planning and investment management. We receive no compensation from any source other than directly from the client. We encourage learning and developing planners in a congenial, positive environment. Learning will be rewarded with further responsibilities and opportunities within the firm. Client appreciation is more important than client numbers. A focus on quality rather than size will hopefully benefit our clients, employees, and firm. We are looking for bright candidates from a Financial Planning Masters Program. Job responsibilities include preparation of retirement projections, research and/or a number of unique planning projects. A willingness to learn, accept challenges, and a strong work ethic are important. Tax and investment experience are pluses. Candidates should be client-centered, appreciate an attention to detail and enjoy pinpointing client problems or opportunities before they arise. Starting compensation varies depending on qualifications and experience. To apply for this position please send your resume to Mary Dean at mkdean@pacbell.net or call on (858) 485-8547.

Internship Opportunity at Pure Financial Advisors
We are looking for an enthusiastic candidate who is planning to go into the field of personal financial planning after graduation and is also planning on sitting for the CFP Board exam.  This is a great chance to get yourself in the door and familiar with comprehensive financial planning.  We are a start-up firm that organized in mid 2007 and is rapidly growing.  Our model is vastly different from anything else that is out there as we have the ability to package tax and estate planning with investment, retirement, and insurance planning.  Also, all of our advisors are salaried and certified by CFP Board.  The focus of our firm is the financial plan itself, which is somewhat similar to the one you have the option of writing in your class.
Duties: Client portfolio analysis using Morningstar software, Working with financial planning, marketing, operations, and administrative staff, Participation in weekly marketing and case study meetings, and Learning eMoney financial planning software.  Time and Compensation:  3 days/week, 5+ hrs/day starting @ 8am (flexible), $50/day. Please thoroughly go through our website before contacting us. www.purefinancial.com Send your résumés by email with an attached word file to: ben.littman@purefinancial.com Please include 3 personal and/or professional references with names, phone #’s, and e-mail addresses.

Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates. Business Week recently named us 50 best companies to launch a career and our internship has been named “Top Ten Internships” by the Princeton Review for 10 years consecutively as well as “Top 5 Internships” for real work experience by Money Magazine. We are looking for candidate who has strong interpersonal skills and self-motivated. This Internship program provides 13 weeks of training and extensive mentoring resources in preparation for a conversion to a full time Representative. The comprehensive training program includes licensing, and various stipends in addition to sales compensation. Financial Representatives and Advisors develop their own practices, supported by highly competent staff and our network of specialists who provide expertise in all product areas.To apply for the intern positions send your resume to Nicole.vidor@nmfn.com or call 619-230-8029.

Financial Planning Programs   SDSU College of Business Administration
5500 Campanile Drive   San Diego, CA 92182-8236
Location: EBA 312   Tel: (619) 594-4354   Fax: (619) 594-3272   Email: Tom.Warschauer@sdsu.edu