Wealth Management Intern: Real Client Experience (Paid)

Curi Capital LLC; Edina, Northern (MN, KY); Hybrid; USD 102,000 - 122,000; Full time

Benefits offered by this job

Health benefits eligibility

401(k) with employer match

education assistance

Annual bonus opportunity

Job summary

Curi Capital invites college juniors to join its Wealth Management Internship Program, a 10-week paid experience in the Chicago-area-focused firm with strong national reach. You will work alongside advisors and leaders who guide clients through major financial decisions.

You'll participate in client meetings, portfolio planning, and research, gaining real exposure to wealth management tasks in a collaborative, mentor-led environment.

Qualifications

• Pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Demonstrated leadership in clubs, organizations, or jobs.
• Strong analytical thinking and curiosity about financial markets and business strategy.
• Clear and confident communication in meetings, team settings, or summaries.

Responsibilities

• Partner with your team on meaningful projects and research.
• Sit in on client and prospect meetings to observe advisory activities.
• Get hands-on exposure to planning, portfolio construction, and behind-the-scenes work.
• Communicate with clients, vendors, and internal teams.

Skills

Microsoft Office

Leadership experience

Analytical thinking

Communication skills

Education

Finance/Trust and Wealth Management/Business degree

Tools

Outlook

Excel

Job description

Curi Capital invites college juniors to join its Wealth Management Internship Program, a 10-week paid experience in the Chicago-area-focused firm with strong national reach. You will work alongside advisors and leaders who guide clients through major financial decisions.

You'll participate in client meetings, portfolio planning, and research, gaining real exposure to wealth management tasks in a collaborative, mentor-led environment.