Wealth Management Intern

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

About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.

About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
Program Duration: 10 Weeks, Paid | Eligibility: College Juniors
Build Real Experience At a Top-Ranked RIA
Our Wealth Management Internship Program gives college juniors a genuine look at how a wealth management firm operates, working alongside the advisors and leaders who guide clients through some of the most important financial decisions of their lives.
What You'll Actually Do
From day one, you'll be exposed to all aspects of our Client Advisory business unit, working on real projects with real stakes. Over 10 weeks, you'll:

• Partner with your team on meaningful projects and research that inform actual client and business decisions
• Sit in on client and prospect meetings, seeing firsthand how our advisors build trust and deliver recommendations
• Get hands-on exposure to planning, portfolio construction, and the technical work behind the scenes that most students never see until years into their careers
• Communicate directly with clients, vendors, and internal teams, sharpening the professional instincts you'll rely on for the rest of your career

By the end of the summer, you won't just have a line on your resume. You'll have a genuine, firsthand understanding of what a career in wealth management actually looks like, and the clarity to know where your own skills and interests fit best.
Who Thrives Here
We're looking for students who are naturally curious, driven, and ready to bring energy to a team environment. You're a strong fit if you:

• Are pursuing a degree in Finance, Trust and Wealth Management, or general business
• Have taken on a leadership role in a club, organization, or job, and know how to own a responsibility
• Bring sharp analytical thinking and genuine curiosity about financial markets and business strategy
• Communicate clearly and confidently, whether in a client meeting, a team huddle, or a written summary
• Are organized enough to juggle multiple projects and self-motivated enough to run with ambiguity
• Have a solid handle on Microsoft Office, especially Outlook, Word, and Excel
• Take confidentiality and integrity seriously, because our clients expect high integrity from each and every member of the team
• Give examples of how you demonstrate accountability, curiosity, teamwork, inclusion, service commitment

Why Curi Capital
Unlike an internship at a large brokerage or investment bank, you won't be just another intern for the marketing materials. You'll engage with employees across several departments in the firm, building a network and a perspective that most students don't get until much later in their careers. This is a place where curiosity is rewarded, questions are welcomed, and at the end of the internship, you'll showcase what you learned throughout the program to your mentor and leadership.
If you're ready to spend your summer doing work that matters, at a firm that's proud to be recognized among the best in the industry, we want to hear from you.
Compensation And Work Schedule
$10,000 stipend for a 10-week program. The schedule is Monday - Thursday 9am - 4pm, and Friday 9am - 3pm local time.
The base salary will be commensurate with an individual's work experience and educational background.
US Pay Range
$10,000 - $10,000 USD
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values

• Accountability: We are driven to act, work with integrity, and deliver results.
• Curiosity: We ask and listen, stay curious, and are eager to learn.
• Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
• Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together

Built On;

• Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
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