Wealth Management Internship: Real Client Exposure & Growth

Curi Capital; Edina (MN); On-site; USD 9,000 - 11,000; Full time

Benefits offered by this job

Health benefits

Education assistance

Annual bonus

401(k) with employer match

Disability insurance

Paid holidays

Job summary

Curi Capital offers a 10-week Wealth Management Internship for college juniors, exposing you to all facets of our Client Advisory unit. You’ll work on real projects, attend client meetings, and gain hands-on experience in planning, portfolio construction, and the professional workflow behind successful client outcomes.

We're seeking curious, driven students pursuing Finance, Trust and Wealth Management, or business, with leadership experience and strong analytical and communication skills.

Qualifications

• Pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Demonstrated leadership in a club, organization, or job and ability to take ownership of responsibilities.
• Strong analytical thinking and genuine curiosity about financial markets and business strategy.
• Clear and confident written and verbal communication, including client interactions.
• Organizational skills to juggle multiple projects and work with ambiguity.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Commitment to confidentiality and integrity in client work.
• Examples showing accountability, curiosity, teamwork, inclusion, and service.

Responsibilities

• Work 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.
• Gain hands-on exposure to planning, portfolio construction, and behind-the-scenes technical work.
• Communicate with clients, vendors, and internal teams to sharpen professional instincts.

Skills

Finance curiosity

Analytical thinking

Communication

Teamwork

Microsoft Office

Education

Finance/Trust & Wealth Management or general business

Tools

Microsoft Office

Job description

Curi Capital offers a 10-week Wealth Management Internship for college juniors, exposing you to all facets of our Client Advisory unit. You’ll work on real projects, attend client meetings, and gain hands-on experience in planning, portfolio construction, and the professional workflow behind successful client outcomes.

We're seeking curious, driven students pursuing Finance, Trust and Wealth Management, or business, with leadership experience and strong analytical and communication skills.