Wealth Management Internship: Client Advisory Experience

Curi Capital; Chicago (IL); On-site; USD 40,000 - 51,000; Full time

Benefits offered by this job

Education assistance

Annual bonus

401(k) match

Disability insurance

Flexible time off

13 paid holidays

Job summary

Curi Capital offers a 10-week Wealth Management Internship for college juniors. You will work with advisors and leaders to understand how a wealth management firm operates and participate in real projects affecting client decisions.

From day one, you’ll engage in planning, portfolio construction, and direct client communication, building skills for a future career in finance and asset management within a values-driven culture.

Qualifications

• Pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Demonstrated leadership in a club, organization, or job and ability to own responsibilities.
• Sharp analytical thinking and genuine curiosity about financial markets and business strategy.
• Clear and confident written and verbal communication, especially with clients.
• Strong organization skills to juggle multiple projects and work with ambiguity.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Demonstrates confidentiality, integrity, and accountability in team settings.

Responsibilities

• Partner with your team on meaningful projects and research informing client and business decisions.
• Attend client and prospect meetings to observe trust-building and recommendations.
• Gain hands-on exposure to planning, portfolio construction, and behind-the-scenes technical work.
• Communicate directly with clients, vendors, and internal teams to sharpen professional instincts.

Skills

Finance

Leadership

Analytical thinking

Communication

MS Office

Education

Finance/Trust and Wealth Management major

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Curi Capital offers a 10-week Wealth Management Internship for college juniors. You will work with advisors and leaders to understand how a wealth management firm operates and participate in real projects affecting client decisions.

From day one, you’ll engage in planning, portfolio construction, and direct client communication, building skills for a future career in finance and asset management within a values-driven culture.