Wealth Management Internship: Real Client Experience (Paid)

Curi Capital LLC; Chicago, Northern (IL, KY); Hybrid; USD 95,000 - 128,000; Full time

Benefits offered by this job

Health benefits

Education assistance

401(k) with employer match

Paid holidays

Job summary

Curi Capital is seeking college juniors for a 10-week Wealth Management Internship in Chicago. You will work alongside advisors and leaders on real projects that influence client decisions, including planning and portfolio construction tasks.

The program emphasizes curiosity, accountability, teamwork, inclusion, and service commitment. The compensation is a $10,000 stipend for the 10-week duration, with a 9am–4pm schedule Monday to Thursday and 9am–3pm on Fridays local time.

Qualifications

• Pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Demonstrated leadership in a club, organization, or job.
• Strong analytical thinking and curiosity about financial markets.
• Clear communication skills in client meetings, teams, and written summaries.
• Organized and capable of juggling multiple projects with ambiguity.
• Proficiency with Outlook, Word, and Excel; confidentiality is essential.

Responsibilities

• Assist the Wealth Builder team on meaningful projects and research.
• Attend client and prospect meetings to observe how advisors build trust.
• Gain hands-on exposure to planning, portfolio construction, and technical work behind the scenes.
• Communicate with clients, vendors, and internal teams to sharpen professional instincts.

Skills

Leadership

Analytical thinking

Communication

Organization

Self-motivation

MS Office (Outlook, Word, Excel)

Education

Finance/Trust & Wealth Management or business

Tools

Microsoft Office

Job description

Curi Capital is seeking college juniors for a 10-week Wealth Management Internship in Chicago. You will work alongside advisors and leaders on real projects that influence client decisions, including planning and portfolio construction tasks.

The program emphasizes curiosity, accountability, teamwork, inclusion, and service commitment. The compensation is a $10,000 stipend for the 10-week duration, with a 9am–4pm schedule Monday to Thursday and 9am–3pm on Fridays local time.