Paid 10-Week Wealth Management Internship

Curi Capital; Milwaukee (WI); Hybrid; USD 9,000 - 11,000; Full time

Benefits offered by this job

Health benefits

401(k) with employer match

Education assistance

Annual bonus opportunity

Paid holidays

Job summary

Curi Capital invites college juniors to a 10-week Wealth Management Internship. You’ll work with advisors on real client projects, gain exposure to planning and portfolio construction, and participate in meetings with clients and prospects.

Build hands-on experience while learning from leaders in a top-ranked RIA. Eligible students will engage across departments, with a stipend and potential education assistance and benefits.

Qualifications

• Pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Demonstrated leadership in a club, organization, or job.
• Sharp analytical thinking and genuine curiosity about financial markets and business strategy.
• Clear and confident communication, in person and in writing.
• Organized and able to juggle multiple projects and adapt to ambiguity.
• Strong Microsoft Office skills (Outlook, Word, Excel).
• Commitment to confidentiality and integrity with clients and teammates.
• Examples of accountability, curiosity, teamwork, inclusion, and service commitment.

Responsibilities

• Partner with your team on meaningful projects and research informing client and business decisions.
• Sit in on client and prospect meetings to observe how advisors build trust and deliver recommendations.
• Gain hands-on exposure to planning, portfolio construction, and behind-the-scenes analysis.
• Communicate directly with clients, vendors and internal teams to sharpen professional instincts.

Skills

Analytical thinking

Curiosity

Teamwork

Communication

Accountability

Integrity

Self-motivation

Education

Finance, Trust & Wealth Management or general business degree

Tools

Microsoft Office

Outlook

Word

Excel

Job description

Curi Capital invites college juniors to a 10-week Wealth Management Internship. You’ll work with advisors on real client projects, gain exposure to planning and portfolio construction, and participate in meetings with clients and prospects.

Build hands-on experience while learning from leaders in a top-ranked RIA. Eligible students will engage across departments, with a stipend and potential education assistance and benefits.