Wealth Management Internship: Real Client Advisory

Curi Capital LLC; Chicago, Northern (IL, KY); Hybrid; USD 405,000 - 505,000; Part time

Benefits offered by this job

Health benefits

401(k) match

Paid holidays

Education assistance

Disability insurance

Job summary

At Curi Capital LLC in Chicago, our Wealth Management Internship Program offers college juniors a genuine look at how a wealth management firm operates, working alongside advisors and leaders who guide clients through major financial decisions.

Over 10 weeks, you'll engage in real projects, sit in on client meetings, and gain hands-on exposure to planning, portfolio construction, and the behind-the-scenes technical work, while developing professional instincts and confidence for your future

Qualifications

• Pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Leadership experience in clubs or jobs.
• Sharp analytical thinking and curiosity about financial markets.
• Strong communication, clear writing, and client interaction.
• Organized, able to juggle multiple projects, and self-motivated.
• Proficient in Microsoft Office (Outlook, Word, Excel).
• Commitment to confidentiality and integrity.
• Demonstrated accountability, curiosity, teamwork, inclusion, and service.

Responsibilities

• Partner with your team on meaningful projects and research that inform client decisions.
• Sit in on client and prospect meetings to observe trust-building and recommendations.
• Get hands-on exposure to planning, portfolio construction, and the underlying technical work.
• Communicate directly with clients, vendors, and internal teams.

Skills

Finance knowledge

Analytical thinking

Communication skills

Teamwork

Leadership

Microsoft Office

Education

Pursuing Finance/Business degree

Tools

Microsoft Office

Job description

At Curi Capital LLC in Chicago, our Wealth Management Internship Program offers college juniors a genuine look at how a wealth management firm operates, working alongside advisors and leaders who guide clients through major financial decisions.

Over 10 weeks, you'll engage in real projects, sit in on client meetings, and gain hands-on exposure to planning, portfolio construction, and the behind-the-scenes technical work, while developing professional instincts and confidence for your future