Wealth Management Intern

About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

About the role

Program Duration: 10 weeks, paid. Eligible: college juniors. The Wealth Management Internship Program gives college juniors a genuine look at how a wealth management firm operates, working alongside advisors and leaders who guide clients through important financial decisions.

Responsibilities

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

Qualifications

• Pursuing a degree in Finance, Trust and Wealth Management, or general business.
• Leadership experience in a club, organization, or job, with a track record of owning responsibility.
• Sharp analytical thinking and genuine curiosity about financial markets and business strategy.
• Clear and confident communication in client meetings, team huddles, and written summaries.
• Organized enough to juggle multiple projects and self‑motivated to work with ambiguity.
• Proficient with Microsoft Office, especially Outlook, Word, and Excel.
• Commitment to confidentiality and integrity, reflecting the high standards expected by our clients.
• Ability to demonstrate accountability, curiosity, teamwork, inclusion, and service commitment.

Pay

$10,000 stipend for the 10‑week program.

Schedule

Monday – Thursday 9 am – 4 pm, and Friday 9 am – 3 pm (local time).

Benefits

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