Wealth Management Intern, Milwaukee, WI

Austin Community College; Milwaukee (WI); On-site; USD 9,000 - 11,000; Full time

Benefits offered by this job

Housing stipend for relocating interns

Professional skill development

Exposure to various financial roles

Job summary

A prestigious educational institution is offering a Wealth Management Internship for Summer 2026 in Milwaukee, Wisconsin. This paid 10-week position is designed for current juniors pursuing a degree, with an emphasis on developing professional skills through hands-on projects and teamwork. Candidates will have the chance to work closely with industry leaders and present a final project. The internship includes a stipend and opportunities for growth within the financial services sector.

Qualifications

• Desire to learn and engage with team members.
• Experience in a leadership role with a club or organization.
• General understanding of financial markets.

Responsibilities

• Collaborate with your team on various projects.
• Research information for various projects.
• Present results to leadership.

Skills

Curiosity to learn

Organization and prioritization

Teamwork

Excellent verbal and written communication

Confidentiality

Resource utilization

Research skills

Data analysis

Presentation skills

Technology utilization

Proficient in Microsoft Office

Education

Degree in Economics, Finance, Trust and Wealth Management, or Business

GPA above 3.0

Tools

Microsoft Office

PowerPoint

Job description

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Wealth Management Intern, Summer 2026, WI

LOCATION

WHO

Current Juniors at a four-year college or university are eligible to apply.

Please submit your application, including a cover letter and resume, by October 24 to be considered. You may only apply to one Curi Capital Internship role that is currently posted.

WHAT

You will have the opportunity to work with the Wealth Management team during a 10-week paid program from June to August 2026. We will provide a housing stipend for candidates who are relocating to the city for the purposes of the internship.

ABOUT US

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. 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.

THE ROLE

Are you interested in participating in a challenging and engaging internship program focused on developing your professional skills while collaborating with industry leaders? If you are self‑motivated, career-driven, and highly innovative, Curi Capital is the right place for you!

During your summer internship with Curi Capital, you will have the opportunity to work on various projects, collaborate with team members, and design and present your own project at the end of the program.

This progressive internship program immerses participants in our independent investment advisory firm through in-depth, hands‑on experience—offering opportunities that are often unavailable at large brokerages or investment banks. Interns will interact with employees across all departments and levels, gaining practical knowledge to make informed decisions about their career paths. By increasing their understanding of the financial industry and providing firsthand exposure to various roles within our firm, we help interns envision where their skills and interests best align.

Junior interns will have a focused foundation for growth by dedicating their time to a specific practice area within Curi Capital. This intensive program allows interns to develop practical skills through in-depth projects and provides a firsthand understanding of entry‑level responsibilities and potential career trajectories.

RESPONSIBILITIES

• Collaborate with your team on various projects and tasks assigned
• Research information for various projects
• Present results to leadership
• Attend intercompany meetings
• Communicate with clients, vendors, or investors by email or phone
• Build a project from creation to completion and present to leadership

SKILLS

• Overall curiosity to learn
• Highly organized and demonstrated ability to prioritize tasks
• Ability to work well with a team as well as independently
• Excellent verbal and written communication skills
• Ability to maintain and preserve confidentiality
• Ability to utilize resources as needed to complete tasks
• Good research skills and ability to perform tasks promptly
• Ability to analyze data and communicate ideas clearly
• Demonstrated ability to present confidently in front of an audience
• Ability to utilize new technology and apply it to the financial services industry
• Proficient in Microsoft Office, PowerPoint, especially Outlook, Word, and Excel

QUALIFICATIONS

• Obtaining a degree in Economics, Finance, Trust and Wealth Management, or general business is preferred but not required
• GPA above 3.0 required
• Experience in a leadership role with a club, organization, or work opportunity
• Demonstrated integrity, dependability, and enthusiasm
• Desire to learn and engage with team members
• General understanding of financial markets and business strategy
• Strong analytical skills
• Strong technical proficiency and computer literacy
• Exposure and application to AI software as it relates to the financial services industry

Internship Stipend: $10,000.00 Annually

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 a …

SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.