Wealth Management Associate Internships
Wealth management associate internships give university students, recent graduates, and early-career switchers hands-on project experience working alongside working wealth management practitioners and, at many employers, a path toward a full-time offer. Openings cover {{top_industries_phrase}}, with Baird, Brighton Jones, and Cerity Partners among the employers posting roles now.
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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.
Program Duration: 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 You'll Actually Do
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
- 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.
Who Thrives Here
We're looking for students who are naturally curious, driven, and ready to bring energy to a team environment. You're 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 won't be just another intern for the marketing materials. You'll engage with employees across several departments in the firm, building a network and a perspective that most students don't 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, you'll showcase what you learned throughout the program to your mentor and leadership.
If you're ready to spend your summer doing work that matters, at a firm that's proud to be recognized among the best in the industry, we want to hear from you.
Compensation and work schedule
$10,000 stipend for a 10-week program. The schedule is Monday – Thursday 9am – 4pm, and Friday 9am – 3pm local time.
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;
- 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.
Review our Privacy Policy here.
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.
Program Duration: 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 You'll Actually Do
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
- 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.
Who Thrives Here
We're looking for students who are naturally curious, driven, and ready to bring energy to a team environment. You're 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 won't be just another intern for the marketing materials. You'll engage with employees across several departments in the firm, building a network and a perspective that most students don't 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, you'll showcase what you learned throughout the program to your mentor and leadership.
If you're ready to spend your summer doing work that matters, at a firm that's proud to be recognized among the best in the industry, we want to hear from you.
Compensation and work schedule
$10,000 stipend for a 10-week program. The schedule is Monday – Thursday 9am – 4pm, and Friday 9am – 3pm local time.
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;
- 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.
Review our Privacy Policy here.
Wealth Management Associate Internship Market
Who's Hiring
Tips for Your Wealth Management Associate Internship Search
Apply in the fall for summer programs
Large wealth management firms and financial services companies open summer internship applications the preceding fall, often closing them before winter. Smaller companies and co-op programs post closer to start dates. Set a calendar reminder for September and check listings consistently from then through spring.
Build a portfolio before you send one application
Hiring teams for wealth management associate interns expect limited work history, so your projects carry the most weight. Document two or three financial analyses, investment research write-ups, or modeled case studies, note the tools you used (Excel, Bloomberg, Python), and make them easy to share via a link or attachment.
Work your campus network and apply directly at the same time
Campus career fairs surface structured programs tied to your university, and your professors and career center staff often know which firms recruit from your school before roles post publicly. Apply directly to smaller wealth management companies running their own cohorts in parallel, since those roles rarely appear through campus channels and have shorter application windows.
Practice your interview format out loud before you apply
Wealth management associate intern screens typically combine behavioral questions with a case or technical component, such as analyzing a hypothetical portfolio or walking through an investment thesis. Practice answering out loud and explaining your reasoning step by step, because interviewers weigh how you think through a problem as much as your final answer.
Target structured rotational programs in your first wave
Many larger wealth management and financial services firms run formal rotational or cohort internship programs designed to train candidates new to the field. These programs recruit early, fill faster than standard roles, and often have defined return-offer processes. Identify the programs that match your background and submit your application before the general market opens.
Set your work-type filter before you start
On-site roles are 41% of the wealth management associate internships listed here. Decide what you can realistically commit to before searching, then filter by location and work type on Migrate Mate so you're reviewing roles you can actually accept rather than sorting through ones that don't fit your situation.
Wealth Management Associate Internships: Frequently Asked Questions
How do I get a wealth management associate internship?
Lead with coursework and projects rather than work history, since hiring teams expect limited experience at the intern level. For wealth management associate candidates, a documented portfolio of financial analyses, investment research write-ups, or modeled case studies gives recruiters something concrete to assess. Pair direct applications with campus career fairs, where recruiters often make faster decisions for students they meet in person.
Can a wealth management associate internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. What actually drives it is consistent performance on real client or analytical work, available headcount on the team, and how early the employer runs its return-offer process. Position for one by treating every project as visible work, but keep your full-time search running in parallel.
When should I apply for wealth management associate internships?
Earlier than most candidates expect. Large financial services employers and wealth management firms recruit summer interns the preceding fall, with some programs closing applications by October or November. Smaller companies and co-op programs post closer to their start dates, so openings appear year-round. Check listings regularly and apply as soon as a role matches your availability.
Are wealth management associate internships paid?
Most professional wealth management associate internships in the United States are paid. Compensation varies by company size, industry segment, and location, and listings show compensation details where the employer chooses to disclose them. Unpaid internships exist but are far less common at established financial services firms.
What should a wealth management associate internship resume include?
Lead with projects rather than work history: highlight two or three documented projects that show financial modeling, portfolio analysis, or client research, naming the tools used and where to find the work, such as a linked case study or published analysis. Add relevant coursework in finance, economics, or investment management. Keep the whole document to one page.
Are there remote wealth management associate internships?
Yes. Remote and hybrid roles make up 59% of the wealth management associate internship listings here, with the rest on-site. Remote cohorts fill fast because they attract applicants from every market, so apply early and filter by work type to see them before they close.
What is a wealth management rotational internship?
Rotational internship programs place interns across multiple teams, such as portfolio management, financial planning, and client services, over a single summer. They are designed for candidates new to the field and are a common structured pipeline at larger wealth management firms. These programs recruit early and are competitive, so identify the ones that fit your background and apply in the first wave.
Can international students get wealth management associate internships?
Yes. F-1 students can intern through CPT while enrolled or through OPT work authorization after finishing a degree, and the employer does not have to file anything for either, so many companies are open to international interns. Confirm your eligibility and timing with your university's international student office before accepting an offer.
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