Retirement Plan Services Intern

Curi Capital • Raleigh, NC

3d

About The Position

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.

Duration: 10 Weeks, Paid | Eligible: College Juniors

Build Real Experience at a Top-Ranked RIA
Our Summer Internship Program gives college juniors a genuine look at how a retirement plan solutions team operates, working alongside the advisors and leaders who guide clients through some of the most important financial decisions of their lives.

Requirements

• 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 our values of accountability, curiosity, teamwork, inclusion, service commitment

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

Benefits

• medical
• dental
• vision
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed