Wealth Management Internship: Real Client Experience (Paid)

Curi Capital LLC; Denver, Northern (CO, KY); Hybrid; USD 9,000 - 11,000; Full time

Benefits offered by this job

Education assistance

Bonus opportunity

401(k) with employer match

13 paid holidays annually

Job summary

Curi Capital invites college juniors to join its Wealth Management Internship Program for 10 weeks of paid experience in a top-ranked national RIA. You will work alongside advisors and leaders, gaining hands-on exposure to planning, portfolio construction, and client interactions.

From day one you’ll contribute to real projects, attend client meetings, and develop professional skills in finance and business strategy, preparing you for a future in wealth management.

Qualifications

• Pursuing a Finance, Trust and Wealth Management, or general business degree.
• Demonstrates leadership in clubs, organizations, or roles; able to own responsibilities.
• Strong analytical thinking and genuine curiosity about financial markets and business strategy.

Responsibilities

• Partner with your team on meaningful projects and research that inform actual client and business decisions.
• Sit in on client and prospect meetings to observe how advisors build trust and deliver recommendations.
• Get hands-on exposure to planning, portfolio construction, and behind-the-scenes work.
• Communicate directly with clients, vendors, and internal teams to sharpen professional instincts.

Skills

Analytical thinking

Communication

Leadership

Curiosity

Teamwork

Education

Finance degree (in progress)

Trust and Wealth Management

General business

Tools

Microsoft Office

Outlook

Excel

Word

Job description

Curi Capital invites college juniors to join its Wealth Management Internship Program for 10 weeks of paid experience in a top-ranked national RIA. You will work alongside advisors and leaders, gaining hands-on exposure to planning, portfolio construction, and client interactions.

From day one you’ll contribute to real projects, attend client meetings, and develop professional skills in finance and business strategy, preparing you for a future in wealth management.