Wealth Management Internship: Real Client Exposure (Paid)

Curi Capital; Chicago (IL); On-site; USD 9,000 - 11,000; Full time

Benefits offered by this job

Comprehensive health benefits

Education assistance

Annual bonus opportunity

401(k) with employer match

Short-term disability

Long-term disability

Flexible time off

13 paid holidays annually

Job summary

Curi Capital in Chicago offers a 10-week Wealth Management Internship for college juniors to gain hands-on experience alongside advisors and leaders who guide clients through key financial decisions. During the program you’ll work on real projects, observe client meetings, and participate in planning, portfolio construction, and behind-the-scenes work.

You’ll build professional skills in communication, analysis, and integrity within a supportive team.

Qualifications

• Pursuing a college major in Finance, Trust and Wealth Management, or general business.
• Demonstrated leadership in a club, organization, or job.
• Strong analytical thinking and genuine curiosity about financial markets and strategy.
• Clear and confident communication, in meetings and in writing.
• Organized and capable of juggling multiple projects with initiative.

Responsibilities

• Partner with your team on meaningful projects and research informing client decisions.
• Sit in on client and prospect meetings to observe advisory processes.
• Gain hands-on exposure to planning, portfolio construction, and behind-the-scenes work.
• Communicate with clients, vendors, and internal teams to sharpen professional instincts.

Skills

Analytical thinking

Communication

Leadership

Microsoft Office

Education

Finance or Business major

Tools

Outlook

Word

Excel

Job description

Curi Capital in Chicago offers a 10-week Wealth Management Internship for college juniors to gain hands-on experience alongside advisors and leaders who guide clients through key financial decisions. During the program you’ll work on real projects, observe client meetings, and participate in planning, portfolio construction, and behind-the-scenes work.

You’ll build professional skills in communication, analysis, and integrity within a supportive team.