Wealth Management Internship: Real Client Advisory Experience

Curi Capital LLC; Milwaukee (WI); Hybrid; USD 9,000 - 11,000; Full time

Benefits offered by this job

Education assistance

Annual bonus opportunity

401(k) with employer match

13 paid holidays annually

Job summary

Curi Capital offers a 10-week paid Wealth Management Internship for college juniors, providing hands-on exposure to client advisory, portfolio construction, and research. You will collaborate with advisors and leaders to learn how wealth management decisions are made, while building essential professional skills and a network across departments.

Successful candidates will be curious, driven, and able to balance multiple projects while demonstrating integrity and teamwork.

Qualifications

• College juniors pursuing Finance, Trust and Wealth Management, or general business
• Demonstrated leadership in clubs or work
• Strong analytical thinking and curiosity about financial markets
• Clear and confident communication in meetings and summaries
• Organizational skills to manage multiple projects
• Proficiency with MS Office (Outlook, Word, Excel)
• Commitment to confidentiality and integrity

Responsibilities

• Partner with your team on meaningful projects informing client decisions
• Attend client and prospect meetings to observe trust-building and recommendations
• Gain hands-on exposure to planning, portfolio construction, and behind-the-scenes work
• Directly communicate with clients, vendors, and internal teams

Skills

Finance knowledge

Leadership

Analytical thinking

Communication

Organization

MS Office

Education

Finance/Wealth Management or Business degree

Tools

Outlook

Microsoft Word

Microsoft Excel

Job description

Curi Capital offers a 10-week paid Wealth Management Internship for college juniors, providing hands-on exposure to client advisory, portfolio construction, and research. You will collaborate with advisors and leaders to learn how wealth management decisions are made, while building essential professional skills and a network across departments.

Successful candidates will be curious, driven, and able to balance multiple projects while demonstrating integrity and teamwork.