Wealth Management Associate Jobs in Chicago, IL
Wealth Management Associate jobs in Chicago are concentrated in the Loop, River North, and the Magnificent Mile corridor, where private banks, independent RIAs, and wirehouses cluster alongside a deep pool of high-net-worth clients. Employers hiring right now include JPMorganChase, Northern Trust, and BMO Financial. Find a role that fits below and apply directly.
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Showing 5 of 89+ Wealth Management Associate jobs
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.
See All 89 Wealth Management Associate Jobs in Chicago
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Find JobsWealth Management Associate Job Market in Chicago
Who's Hiring
- JPMorganChase24
- Northern Trust20
- BMO Financial6
- PwC4
- PNC Financial Services4
Top Industries Hiring
- Investment & Asset Management
- Fintech
- Banking & Financial Services
Wealth Management Associate Jobs in Chicago: Frequently Asked Questions
How do I get a wealth management associate job in Chicago?
Focus your search on the Loop and River North, where private banks, regional wirehouses, and fee-only RIAs are most concentrated. Chicago's wealth management market rewards candidates who combine relationship-building skills with financial planning credentials like the CFP. Firms serving the city's family office and institutional client base also hire steadily, so targeting those niche employers alongside larger banks tends to open more doors than a purely national job-board approach.
Which companies hire wealth management associates in Chicago?
Companies currently hiring wealth management associates in Chicago include JPMorganChase, Northern Trust, and BMO Financial, per current listings on Migrate Mate as of September 2026. Chicago's market features a mix of global wirehouses, regional trust companies, and independent advisory firms that serve the city's large professional and family-office client base.
Are there remote wealth management associate jobs in Chicago?
Yes, though remote availability is limited for this role because client-facing and relationship-management responsibilities are typically in-person. About 71% of wealth management associate openings tied to Chicago are remote or hybrid as of September 2026, with the most flexibility found in analytical and portfolio-support functions rather than front-office client advisory roles.
How can I get a wealth management associate job in Chicago with little or no experience?
The most realistic entry path in Chicago is joining a regional bank or credit union in a financial advisor support or client associate role first. Community banks in neighborhoods like Wicker Park and Lincoln Square, along with the wealth divisions of large Chicago-headquartered banks, regularly hire entry-level candidates and promote from within. Pursuing Series 7 or Series 66 licensing while in that support role makes the move to an associate position significantly more competitive.
Which industries hire the most wealth management associates in Chicago?
Most wealth management associate openings in Chicago sit in Investment & Asset Management, Fintech, and Banking & Financial Services, per current listings on Migrate Mate as of September 2026. Chicago's role as a major financial center, anchored by its derivatives markets, insurance headquarters, and a dense concentration of family offices, keeps demand for wealth management talent consistently strong across those sectors.
See All 89 Wealth Management Associate Jobs in Chicago
Find roles in Chicago that match your experience and apply in just a few clicks.
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