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 Barrons Top 100 Independent Registered Investment Advisors globally. Our valuesAccountability Curiosity Teamwork Inclusion and Service Commitmentare at the core of our culture.

ProgramDuration: 10 Weeks Paid Eligible: College Juniors

Build Real Experience at a Top-Ranked RIA

Our Wealth Management Internship Program gives college juniors a genuine look at how a wealth management firm operates working alongside the advisors and leaders who guide clients through some of the most important financial decisions of their lives.

What Youll Actually Do

From day one youll be exposed to all aspects of our Client Advisory business unit working on real projects with real stakes. Over 10 weeks youll:

• 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 planning portfolio construction and the technical 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 youll rely on for the rest of your career

By the end of the summer you wont just have a line on your resume. Youll 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.

Who Thrives Here

Were looking for students who are naturally curious driven and ready to bring energy to a team environment. Youre a strong fit if you:

• 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
• Provide practical examples of how you demonstrate accountability curiosity teamwork inclusion service commitment

Why Curi Capital

Unlike an internship at a large brokerage or investment bank you wont be just another intern for the marketing materials. Youll engage with employees across several departments in the firm building a network and a perspective that most students dont get until much later in their careers. This is a place where curiosity is rewarded questions are welcomed and at the end of the internship youll showcase what you learned throughout the program to your mentor and leadership.

If youre ready to spend your summer doing work that matters at a firm thats proud to be recognized among the best in the industry we want to hear from you.

Compensation and work schedule

$10000 stipend for a 10-week program. The schedule is Monday Thursday 9am 4pm and Friday 9am 3pm local time.

• Accountability: We are driven to act work with integrity and deliver results.
• Curiosity:We ask and listen stay curious and are eager to learn.
• Teamwork:We build strong relationships celebrate success and partner for greater impact.
• Inclusion:We respect recognize and encourage the differences that make us strongerwe are better together

Built On;

• Service Commitment: We demonstrate an unwavering commitment to our clients business partners teammates and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits including medical dental vision and life insurance. Other benefits for eligible team members include education assistance annual bonus opportunity 401(k) with employer match short-term and long-term disability flexible time off and 13 paid holidays annually.

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