Wealth Builder Intern: 10-Week Paid Program

Curi Capital; Chicago (IL); On-site; USD 102,000 - 122,000; Full time

Benefits offered by this job

Health benefits

Education assistance

Annual bonus opportunity

401(k) with employer match

Disability insurance

Flexible time off

13 paid holidays

Job summary

Curi Capital invites college juniors to participate in a 10-week Wealth Management Internship at our Chicago office. You will work alongside advisors and leaders, gaining exposure to client advisory, planning, and portfolio construction on real projects with real stakes.

From day one you will engage with multiple departments, observe client meetings, and develop skills in communication, analytics, and teamwork that will shape your early career in financial services.

Qualifications

• Pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Leadership roles in a club, organization, or job.
• Sharp analytical thinking and curiosity about financial markets and business strategy.
• Clear and confident communication in client or team settings.
• Organized and able to juggle multiple projects with initiative.
• Solid handle on Microsoft Office, especially Outlook, Word, and Excel.
• Maintain confidentiality and integrity in all work.
• Provide examples of accountability, curiosity, teamwork, inclusion, and service commitment.

Responsibilities

• Partner with the Wealth Builder team on meaningful projects and research.
• Sit in on Wealth Builder client and prospect meetings to observe advisor interactions.
• Gain hands-on exposure to planning, portfolio construction, and behind-the-scenes work.
• Communicate with clients, vendors, and internal teams to sharpen professional instincts.

Skills

Leadership

Analytical thinking

Communication

Organization

Curiosity

Accountability

Teamwork

Inclusion

Service commitment

Education

Finance

Trust & Wealth Mgmt

General business

Tools

Microsoft Office

Outlook

Word

Excel

Job description

Curi Capital invites college juniors to participate in a 10-week Wealth Management Internship at our Chicago office. You will work alongside advisors and leaders, gaining exposure to client advisory, planning, and portfolio construction on real projects with real stakes.

From day one you will engage with multiple departments, observe client meetings, and develop skills in communication, analytics, and teamwork that will shape your early career in financial services.