---
title: 'Wealth Builder Intern at Curi Capital'
canonical: 'https://feeny.ai/job/wealth-builder-intern-curi-capital-denver-465s5dysjn2n'
type: 'job'
last_seen: '2026-09-20'
---

# Wealth Builder Intern at Curi Capital

- **Company:** Curi Capital
- **Location:** Denver, CO
- **Compensation:** $10k
- **Posted:** 2026-09-16
- **Last confirmed live:** 2026-09-20
- **Apply:** https://job-boards.greenhouse.io/curicapital/jobs/4406184009

## Job description

## 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

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.

## 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 the Wealth Builder team on meaningful projects and research that inform actual client and business decisions
- Sit in on Wealth Builder 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, and 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.

The base salary will be commensurate with an individual's work experience and educational background.

US Pay Range $10,000—$10,000 USD

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.](https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/)

## About Curi Capital

## Company Overview
- **One-liner**: Curi Capital is a fiduciary wealth management firm that provides financial planning, investment management, and retirement plan solutions to individuals, families, institutions, and employers.
- **Entity Type**: Private (bootstrapped, no external funding rounds publicly disclosed)
- **Headquarters**: Chicago, Illinois, USA (with offices in Denver, CO; Washington, D.C.; Milwaukee, WI; Raleigh, NC; St. Joe, MI; Oakbrook, IL; Lake Forest, IL; Edina, MN)
- **Founded**: 2005 (originally as RMB Capital by Dick Burridge and Fred Paulman)
- **Founders**: Richard M. Burridge (Executive Chairman) and Fred Paulman

## Core Business
- **Primary industry**: Wealth Management / Financial Services
- **Target customers**: B2C (individuals, families), B2B (institutions, employers for retirement plans)
- **Mission or purpose statement**: "We believe a financial plan should answer to your life, not the other way around." The firm is built on a conviction to provide independent, thoughtful advice and help clients "build wealth with intention and clarity."

## Products & Services
- **Wealth Management**: Comprehensive financial planning and investment management under one roof, built around client goals and coordinated by a team-based approach.
- **Investment Management**: Proprietary, actively managed in-house investment strategies across public and private markets, including SMID Cap Core, Fixed Income, and Private Markets.
- **Family Office Services**: Sophisticated guidance for families navigating multi-generational wealth, including preservation and transfer planning.
- **Retirement Plan Solutions**: Fiduciary guidance and team-based retirement plan design, management, and ongoing administration for employers.
- **Wealth Builder**: A scaled offering for individuals and families whose planning needs don't require the full depth of traditional wealth management, with advisor support and planning tools designed to evolve across life stages.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private firm)
- **Key Metric**: Estimated assets under administration (AUA) of approximately $20+ billion as of 3/31/2026 (based on firm disclosures); 97% Annual Client Revenue Retention rate (average over prior five years as of 12/31/2025)
- **Notable Investors/Partners**: Not applicable (bootstrapped); key partners include the merger with Curi Capital (2024) which expanded national reach.
- **Growth Signals**: Merged with Curi Capital in January 2024 to become Curi RMB Capital, then rebranded back to Curi Capital in July 2025; ranked among Chicago’s largest wealth management firms by Crain’s; Denver office earned fourth straight "Best Place to Work" recognition; SMID Cap Core Strategy earned PSN Top Guns Recognition for Q4 2025.

## Competitive Advantages
- **Fiduciary standard**: Legally bound to put client interests first, not product profitability.
- **Integrated model**: Financial planning and investment management teams sit together, work together, ensuring nothing falls between the cracks.
- **In-house investment management**: Proprietary, active research and management by the same professionals who work directly with client advisory teams.
- **Independent, employee-owned**: No external shareholder pressure, allowing long-term, client-focused decision-making.
- **National footprint with local presence**: Offices in 10 U.S. cities, combining scale with personalized service.

## Strategic Focus
- **Growth through integration**: Continuing to build on the 2024 merger with Curi Capital to expand national reach and capabilities.
- **Deepening client relationships**: Emphasizing a team-based, coordinated approach to serve clients across life stages and wealth levels.
- **Talent development**: Investing in employee growth through comprehensive Learning & Development programs, mentorship, and career pathing.
- **Culture as differentiator**: Maintaining a strong, values-driven culture (Accountability, Curiosity, Teamwork, Inclusion, Service Commitment) to attract and retain top talent.

## Why Work Here
- **Culture & Values**: The firm is consistently cited by employees as one of the best things about working there. Values include Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment. A formal "Employee Trust" group gathers anonymous feedback annually, and employees consistently give high marks for feeling at home, proud to work there, and cared for.
- **Learning & Development**: Comprehensive program including Curi Capital University classes, lunch and learns, DEI training, professional accreditation support, continuing education, and career pathing.
- **Mentorship Program**: Peer-to-peer mentorship fosters connections, cultural integration, and career development.
- **Work Environment**: Hybrid/office policy varies by role and location (offices in Chicago, Denver, Washington D.C., Milwaukee, Raleigh, and more). The firm emphasizes work-life blend, team-building events, book clubs, happy hours, volunteer opportunities, family picnics, and sports outings.
- **Recognition**: Denver office named "Best Place to Work" for four consecutive years; firm ranked among Chicago's largest wealth management firms by Crain's.
- **Open Roles (as of mid-2026)**: Client Services Associate, Tax Associate, Wealth Advisor, Wealth Management Associate, Senior Analyst - Manager Research, Fixed Income Portfolio and Client Administrator, Application and Data Solutions Generalist.

## Sources
1. [curicapital.com](https://curicapital.com/about-us/)
2. [curicapital.com](https://curicapital.com/careers/)
3. [curicapital.com](https://curicapital.com/our-culture/)
4. [job-boards.greenhouse.io](https://job-boards.greenhouse.io/curicapital)
5. [curicapital.com](https://curicapital.com/)

## Other roles at Curi Capital

- [Retirement Plan Services Intern](https://feeny.ai/job/retirement-plan-services-intern-curi-capital-raleigh-hg9nxp7m4ez2) — Raleigh, NC
- [Investment Management Intern](https://feeny.ai/job/investment-management-intern-curi-capital-chicago-vzh9vcvfhyak) — Chicago, IL
- [Marketing and Communications Intern](https://feeny.ai/job/marketing-and-communications-intern-curi-capital-chicago-mgjm0dezq5xy) — Chicago, IL
- [Wealth Builder Intern](https://feeny.ai/job/wealth-builder-intern-curi-capital-chicago-k4tfkvz69aht) — Chicago, IL
- [Wealth Management Intern](https://feeny.ai/job/wealth-management-intern-curi-capital-edina-tk1sfm30grmf) — Edina, MN
- [Wealth Management Intern](https://feeny.ai/job/wealth-management-intern-curi-capital-milwaukee-n2jgmndd22w8) — Milwaukee, WI
- [Wealth Management Intern](https://feeny.ai/job/wealth-management-intern-curi-capital-denver-d135d8rxwbmp) — Denver, CO
- [Wealth Management Intern](https://feeny.ai/job/wealth-management-intern-curi-capital-chicago-m77j2dj4bzxb) — Chicago, IL
- [Wealth Management Associate](https://feeny.ai/job/wealth-management-associate-curi-capital-raleigh-0fb7p0e50kgk) — Raleigh, NC
- [Wealth Management Associate](https://feeny.ai/job/wealth-management-associate-curi-capital-st-joe-s555xafhdbsf) — St Joe, MI / Grand Rapids, MI