Wealth Management Intern

Curi Capital•Edina, MN

1d•Onsite

About The Position

Curi Capital is a national registered investment advisory firm recognized by Barron's among the Top 100 Independent RIAs in the world. 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. From day one, you'll be exposed to all aspects of our Client Advisory business unit, working on real projects with real stakes. Over 10 weeks, you'll 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, and 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 won't just have a line on your resume. 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

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 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 you'll rely on for the rest of your career
Showcase what you learned throughout the program to your mentor and leadership