Retirement Plan Services Intern

About the role

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. Committed to building meaningful relationships and making a difference in clients’ financial wellness, the firm’s mission focuses on enriching the lives of teammates, clients, partners, and the communities in which they live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Its values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of its culture. The Summer Internship Program runs for 10 weeks, is paid, and is open to college juniors. Unlike an internship at a large brokerage or investment bank, you won't be just another intern for marketing materials; you'll engage with employees across several departments, building a network and perspective most students don't get until later in their careers. At Curi Capital, curiosity is rewarded, questions are welcomed, and at the end of the internship you'll showcase what you learned to your mentor and leadership.

Responsibilities

• Partner with your team on meaningful projects and research that inform actual client and business decisions.
• Sit in on client and prospect meetings, seeing firsthand how our advisors build trust and deliver recommendations.
• Get hands-on exposure to ERISA governed Retirement Plans, Service Provider Management, Investment Selection, and work behind the scenes that most students never see until years into their careers.
• Communicate directly with clients, vendors, and internal teams, sharpening the professional instincts you'll rely on for the rest of your career.
• By the end of the summer, you'll have a genuine, firsthand understanding of what a career in wealth management actually looks like, and the clarity to know where your own skills and interests fit best.

Requirements

• Are pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Have taken on a leadership role in a club, organization, or job, and know how to own a responsibility.
• Bring sharp analytical thinking and genuine curiosity about financial markets and business strategy.
• Communicate clearly and confidently, whether in a client meeting, a team huddle, or a written summary.
• Are organized enough to juggle multiple projects and self-motivated enough to run with ambiguity.
• Have a solid handle on Microsoft Office, especially Outlook, Word, and Excel.
• Take confidentiality and integrity seriously, because our clients expect high integrity from each and every member of the team.
• Demonstrate and give examples of our values of accountability, curiosity, teamwork, inclusion, service commitment.

Benefits

• Comprehensive health benefits, including medical, dental, vision, and life insurance.
• Education assistance.
• Annual bonus opportunity.
• 401(k) with employer match.
• Short-term and long-term disability.
• Flexible time off.
• 13 paid holidays annually.

Pay

$10,000 stipend for a 10‑week program. The base salary will be commensurate with an individual's work experience and educational background. US Pay Range $10,000 - $10