Wealth Management Intern, Summer 2026, WI

Job Description

Job Description

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­­­­­ TITLE

Wealth Management Intern, Summer 2026, WI

LOCATION

Milwaukee, WI

WHO

Current Juniors at a four-year college or university are eligible to apply.

Please submit your application, including a cover letter and resume, by October 24 to be considered. You may only apply to one Curi Capital Internship role that is currently posted.

WHAT

You will have the opportunity to work with the Wealth Management team during a 10-week paid program from June to August 2026. We will provide a housing stipend for candidates who are relocating to the city for the purposes of the internship.

ABOUT US

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. 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.

THE ROLE

Are you interested in participating in a challenging and engaging internship program focused on developing your professional skills while collaborating with industry leaders? If you are self-motivated, career-driven, and highly innovative, Curi Capital is the right place for you!

During your summer internship with Curi Capital, you will have the opportunity to work on various projects, collaborate with team members, and design and present your own project at the end of the program.

This progressive internship program immerses participants in our independent investment advisory firm through in-depth, hands-on experience—offering opportunities that are often unavailable at large brokerages or investment banks. Interns will interact with employees across all departments and levels, gaining practical knowledge to make informed decisions about their career paths. By increasing their understanding of the financial industry and providing firsthand exposure to various roles within our firm, we help interns envision where their skills and interests best align.

Junior interns will have a focused foundation for growth by dedicating their time to a specific practice area within Curi Capital. This intensive program allows interns to develop practical skills through in-depth projects and provides a firsthand understanding of entry-level responsibilities and potential career trajectories.

RESPONSIBILITIES

• Collaborate with your team on various projects and tasks assigned
• Research information for various projects
• Present results to leadership
• Attend intercompany meetings
• Communicate with clients, vendors, or investors by email or phone
• Build a project from creation to completion and present to leadership

SKILLS

QUALIFICATIONS

Our Vision : To be the trusted partner in medicine, business, and life.

Our Mission : By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values :

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 stronger—we are better together.

Built ON a …

SERVICE COMMITMENT : We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Tiffany : #LI-TN-1

Hybrid : #LI-hybrid