Marketing Intern

2303 Camino Ramon, Suite 230, San Ramon, CA, USA

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Deadline to Apply:

Opportunity Length:





Part Time (Negotiable)

Remote & On-Site



About California Financial Advisors

California Financial Advisors, CFA, is an equal opportunity employer. We offer a professional, collaborative, and challenging environment, and a pay rate commensurate with prior experience.

In order to work in-office, all new hires must be fully vaccinated against COVID-19 and show proof of vaccination by date of hire. California Financial Advisors is compliant with religious and medical exemptions and will provide reasonable accommodation if the exemption is approved.

CFA is a fiduciary investment advisory firm that specializes in retirement planning and investment supervisory services. CFA values a long-term investment approach while catering to the unique needs of all its clients. As a fiduciary firm, CFA conducts all business practices solely in each client’s best interest.

About You

You are a conscientious, detail-oriented, calm, and professional individual. You are easily able to adjust to regularly shifting priorities and are comfortable with and are effective at identifying high-priorities and pivoting your workflow to accomplish first-priority tasks, as well as other tasks within deadlines. These are the skills we are looking for:

  • Ability to multitask and take initiative

  • Hardworking and dedicated outlook

  • Ability to take direction and absorb information quickly

  • Must have a passion for marketing

  • Excellent communication and presentation skills

About the Role
  • Help distribute marketing materials

  • Assist in marketing and advertising promotional activities (e.g. social media, direct mail, and web)

  • Prepare detailed promotional presentations

  • Monitor all social media platforms for trending news, ideas, and feedback

  • Research and evaluate competitor marketing and digital content

  • Current or recently graduated university students

  • Excellent verbal and written communication skills as well as critical thinking skills

  • Proficiency in Microsoft Office Suite – particularly Word and Outlook

  • Excellent computer aptitude: ability to learn new software and systems quickly 

  • Possess search engines, web analytics, and business research tools acumen

  • Adequate knowledge of data collection methods (polls, focus groups, surveys etc)

  • Ability to create unique content and excecute publication

  • General understanding of financial services and willingness to comply with industry specific security measures

  • Familiarity with social media strategies and platforms

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