Intern - Curi RMB Capital LLC

Curi RMB Capital is a Chicago-based investment advisory firm with more than $13 billion in assets under management. We are currently seeking a junior summer intern to join our Client Service team in multiple office locations. This is an exciting opportunity for an intellectually curious, motivated self-starter with a strong desire to learn from and contribute to our client service process.

Areas of Focus: 

• Support wealth advisory teams with client service needs
• Assist in the preparation of prospect and client presentations, and attend the meetings
• Analyze and evaluate the financial status of clients
• Ensure client service standards are met
• Support wealth advisory teams with internal projects
• Work in a team environment

Requirements:

• Pursuing an undergraduate degree in financial planning, economics, or finance as a junior
• Strong desire for a career as a Wealth Advisor
• Exposure to or strong interest in financial planning
• Interestinfinancialmarketsandeconomy
• Strongverbal,written,andinterpersonalcommunicationskills
• Remainorganizedand prioritize while managingmultipletasks
• Workbothindependentlyand collaboratively
• SolidknowledgeofMSOfficeandtheabilityto quickly learn systems and software
• Previous internship or work experience preferred
• Coverletterisrequired to be considered for candidacy
• Minimum3.0GPA ona 4.0scale
• OnlyapplytotheONEinternshippositionyouaremostinterestedin
• Application deadline is November 15, 2024

ABOUT CURI RMB CAPITAL

Curi RMB Capital is an independent investment advisory firm. Its businesses include client service, family office services, investment management, and retirement plan consulting. Headquartered in Chicago, IL, Curi RMB also has offices in Denver, CO; Lake Forest, IL; Milwaukee, WI; Minneapolis, MN; Oakbrook Terrace, IL; Raleigh, North Carolina; St. Joseph, MI; and Washington, D.C. To learn more about Curi RMB, visit www.rmbcapital.com.

Curi RMB Capital LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Curi RMB Capital LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.

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