Jobs at Curi Capital

Paid 10-week marketing and communications internship supporting special projects, marketing collateral, copywriting, video and social media content, SEO, digital advertising, events, email campaigns, newsletters, and reporting. The intern will collaborate across departments, navigate marketing and compliance reviews, and present project outcomes to leadership.

Ten-week paid internship for college juniors pursuing finance, trust and wealth management, or business degrees. Interns support client advisory projects and research, observe client meetings, gain exposure to financial planning and portfolio construction, and communicate with clients, vendors, and internal teams. The role requires analytical thinking, strong communication, organization, curiosity, integrity, confidentiality, and proficiency with Microsoft Office.

Summer investment management intern supporting equity and alternatives teams through market, sector, and securities research; portfolio analysis; written reports and presentations; private investment due diligence and underwriting; and participation in investment discussions. The role provides exposure to public and private markets and requires strong analytical, communication, organizational, and financial research skills.

Participate in a 10-week wealth management internship supporting client advisory projects, financial research, planning, portfolio construction, and client and prospect meetings. Interns collaborate with advisors, vendors, and internal teams while gaining exposure to wealth management operations and presenting their summer experience to leadership.

Paid 10-week wealth management internship for college juniors. Interns support client advisory projects and research, observe client and prospect meetings, gain exposure to financial planning and portfolio construction, and communicate with clients, vendors, and internal teams. The role requires analytical thinking, clear communication, organization, curiosity about financial markets, proficiency with Microsoft Office, and strong integrity and confidentiality.

Ten-week paid wealth management internship for college juniors. Interns support client advisory projects and research, attend client and prospect meetings, gain exposure to financial planning and portfolio construction, and communicate with clients, vendors, and internal teams. The role requires analytical thinking, strong communication, organization, curiosity, integrity, and proficiency with Microsoft Office, especially Outlook, Word, and Excel.

As a Tax Associate, you'll prepare tax returns, assist with tax compliance, collaborate with stakeholders, and manage client engagements while supporting strategic planning and policy development.

The Wealth Advisor will provide comprehensive wealth planning advice, manage client relationships, and grow business through referrals and community involvement.

Provide administrative and financial planning support for high-net-worth clients, assist Wealth Advisors with client relationships, prepare financial planning recommendations, participate in client meetings, research and resolve complex issues, and manage internal projects while training to become a Wealth Advisor.

As a Wealth Advisor, you'll provide comprehensive wealth planning advice, grow client relationships, and engage in community development while demonstrating strong knowledge of capital markets and asset allocation.

The Wealth Advisor will provide wealth planning advice, grow client relationships, and ensure comprehensive financial wellness for clients while collaborating on best practices within the team.

Provide administrative and financial planning support to Wealth Advisors for high-net-worth clients. Maintain client relationships, prepare financial planning recommendations, participate in client meetings, research and resolve complex issues, and assist with internal projects while training to become a Wealth Advisor.

Lead and scale the People function at a growing RIA: advise executive leadership, design multi-year people strategy, oversee talent acquisition, performance management, compensation, compliance, learning and development, employee relations, workforce planning, HR operations, and People team development to support growth, succession, and culture.