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Job Description TITLE Wealth Management Intern, Summer 2026, WI LOCATION Milwaukee, WI WHO Current Juniors at a four-year college or university are eligible to apply. Please submit your application, including a cover letter and resume, by October 24 to be considered. You may only apply to one Curi Capital Internship role that is currently posted. WHAT You will have the opportunity to work with the Wealth Management team during a 10-week paid program from June to August 2026. We will provide a housing stipend for candidates who are relocating to the city for the purposes of the internship. ABOUT US Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. 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. THE ROLE Are you interested in participating in a challenging and engaging internship program focused on developing your professional skills while collaborating with industry leaders? If you are self-motivated, career-driven, and highly innovative, Curi Capital is the right place for you! During your summer internship with Curi Capital, you will have the opportunity to work on various projects, collaborate with team members, and design and present your own project at the end of the program. This progressive internship program immerses participants in our independent investment advisory firm through in-depth, hands-on experience—offering opportunities that are often unavailable at large brokerages or investment banks. Interns will interact with employees across all departments and levels, gaining practical knowledge to make informed decisions about their career paths. By increasing their understanding of the financial industry and providing firsthand exposure to various roles within our firm, we help interns envision where their skills and interests best align. Junior interns will have a focused foundation for growth by dedicating their time to a specific practice area within Curi Capital. This intensive program allows interns to develop practical skills through in-depth projects and provides a firsthand understanding of entry-level responsibilities and potential career trajectories. RESPONSIBILITIES • Collaborate with your team on various projects and tasks assigned, • Research information for various projects, • Present results to leadership, • Attend intercompany meetings, • Communicate with clients, vendors, or investors by email or phone, • Build a project from creation to completion and present to leadership SKILLS • Overall curiosity to learn, • Highly organized and demonstrated ability to prioritize tasks, • Ability to work well with a team as well as independently, • Excellent verbal and written communication skills, • Ability to maintain and preserve confidentiality, • Ability to utilize resources as needed to complete tasks, • Good research skills and ability to perform tasks promptly, • Ability to analyze data and communicate ideas clearly, • Demonstrated ability to present confidently in front of an audience, • Ability to utilize new technology and apply it to the financial services industry, • Proficient in Microsoft Office, PowerPoint, especially Outlook, Word, and Excel QUALIFICATIONS • Obtaining a degree in Economics, Finance, Trust and Wealth Management, or general business is preferred but not required, • GPA above 3.0 required, • Experience in a leadership role with a club, organization, or work opportunity, • Demonstrated integrity, dependability, and enthusiasm, • Desire to learn and engage with team members, • General understanding of financial markets and business strategy, • Strong analytical skills, • Strong technical proficiency and computer literacy, • Exposure and application to AI software as it relates to the financial services industry 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 a … SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities. Tiffany: #LI-TN-1 Hybrid: #LI-hybrid

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Why Join Lakeshore Financial Group? • Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies, • Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life., • Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed., • Professional Development: Gain valuable experience in sales, finance, and client relationship management., • Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan. Compensation: $75,000 - $100,000 per year Responsibilities: What You'll Do: • Build relationships with potential clients and understand their financial needs, • Present and explain products and solutions, • Guide clients through the application and policy issuance process, • Provide ongoing support and service to clients, • Highly motivated and self-driven individuals, • Excellent communication and interpersonal skills, • A passion for helping others, • A strong work ethic and a desire to succeed, • Sales experience is a plus, but not required. We are willing to train the right person, • Must be able and willing to obtain a life insurance license, • This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support Why Join Us? • Be part of a supportive and collaborative team, • Represent a reputable and respected company, • Enjoy the flexibility and freedom of a self-driven career, • Make a positive impact on the lives of others, • Earn a competitive incomeAbout Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Finance, FP&A, Audit/Governance, Controllership, Risk Management, Tax, Treasury and Technical Accounting. Upon successful completion of the program, you will move into a full-time role within the finance organization. Our Finance organization is responsible for financial planning and reporting, acco

Seasonal Entry Level Tax Preparer. If you join our team as a Seasonal Entry Level Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. No matter your work background or experience level, we welcome you

Secretary Job Requirements: Scheduling estimate appointments and drop off dates.Organizing and maintaining all physical and electronic files.Providing information to callers.Keeping track of all new assignments from insurance companies.Salary : 12-20 per hour Job Type: Full-time Experience: Secr

Entry-Level Seasonal Tax Preparer. Entry-Level Seasonal Tax Preparer. No matter your work background or experience level, we welcome you to apply!.

Unlock your career potential! Join Uline’s three-year training program to gain hands-on experience in our Finance Department. Major in Finance or Accounting.

Join Our Management Team at Culver's of Pleasant Prairie!.At Culver's, we believe that great teams create great experiences.When you join our management team at Culver's of Pleasant Prairie, you'll be surrounded by a supportive group that is dedicated to your personal and professional growth.With ou

Marketing And Brand Specialist.We are a market leader in the brand marketing and sales industry, and are seeking a Marketing and Brand Specialist to join our Sales team.The Marketing and Brand Specialist acts as a liaison between the customer and our clients by highlighting our clients offers.The Ma

If you are interested in working with an amazing team, with full training from the ground up, weekly pay, and flexible hours, read below.We are looking to hire 3 new team members by the end of this week.When you apply, please check your email for interview options.Our ideal candidate is a person who

Entry Level Sales & Marketing Representative. Currently, we are hiring for an Entry Level Sales & Marketing Representative. Basic Qualifications for the Entry Level Sales & Marketing Representative Role:.

This position is an entry level, hands on role which will provide valuable experience and knowledge in the beverage and distribution industry. Platinum-level health coverage including medical, dental and vision insurance with $0 in-network deductible and low premium contributions. We are proud of ou

CRE Small to Mid Level Portfolio Manager Underwriter. Demonstrate at least 2-5 years progressive experience within Commercial Credit for CRE is required with each incremental level of responsibility. Bachelor's degree in finance, accounting or equivalent experience.

As an Entry-level Lube Technician, you will help drive the continued success of VIOC by providing reliable and impeccable preventive maintenance service.

Gpac has grown from a small, family-owned company into a top recruiting firm in the nation over our 30 years in business.With a reputation for excellence, we are dedicated to providing the best service to our candidates and clients alike.We are looking for an enthusiastic, results-oriented individua

We are seeking a motivated and goal-oriented Entry Level Sales Representative to join our remote team in the Financial Services industry. As an Entry Level Sales Rep, you will be responsible for utilizing your computer skills to follow up with leads, build relationships with clients, and match clien

CS/Sales Agent - Entry Level & Remote, Work by Appointments. With a world class support staff, incredible mentorship, and growth opportunities at every level - this might be the career change you've been looking for.

Collaborate with business teams including Corporate Finance, Accounting, Credit Research / Analysis and Operations. Pursuing a bachelor’s degree in finance or accounting.

Entry Level Sales Representative. With a winning mentality, we continue to grow rapidly, offering unparalleled career opportunities100% of our current marketing leaders started in entry-level roles.

Entry Level Customer Service/Sales.

As a Finance Intern you will assist in the development and implementation of policies and practices for financial management, payroll, budget control, accounting and other topics that may arise. Are working towards the completion of a degree in accounting, finance, or a related field.

Class A CDL (obtained within the last year).Accidents, tickets, violations, criminal history reviewed on case by case basis.Paid training program for 4 weeks.Solo driving position (after training) starting at 0.Travels throughout midwestern region.Full benefits, 401K, W2 position.J Rose Logistics pr

We’re hiring a Financial Services - Accounts Receivable Associate to help support our success! If you’re a dedicated and ambitious finance professional, Uline is an excellent place to grow your career.

How does this work? Thousands of companies have contracted their data entry needs to us. After 1 month, average data entry assistants make $15,000/mo.

The Finance Analyst Intern role is focused on supporting a project in accounting and finance related functions. Finance Analyst Intern - Kiewit Industrial & Water Engineering (Summer 2026). The Finance Analyst Intern will be an integral part of the month end close out process, and assist with prepar

The rotations will incorporate multiple facets of Finance at Clarios, which could include Commercial Finance, Operations Finance, FP&A, Audit/Governance, Controllership, Risk Management, Tax, Treasury and Technical Accounting. Clarios is looking for motivated undergraduates to join our unique Financ

Bachelor's Degree Finance Required.

We specialize in helping families with.No prior experience is required — we provide.Full training & mentorship provided.Conduct virtual consultations to understand client needs.Guide clients through the application process.Manage client relationships using our CRM.Self-motivated with a strong

There is tremendous earning potential with no cap.As a part of our team, you will be surrounded by passionate teammates pushing each other to exceed their own goals.This is a position that allows you to help transform people’s lives by placing them in their ideal positions with our clients whi

Do you thrive on accuracy and enjoy working with numbers? Uline is looking for a Cash Applications Specialist to join our Finance team.

Looking for an exciting entry-level opportunity as a remote recruiter? Look no further! Join our dynamic team at gpac where we offer a great work-life balance in a fast-paced environment with unlimited earning potential. Position: Entry Level Remote Recruiter Opportunity.

Support the finance department by completing SQL data queries and analyses. Pursuing a bachelor’s degree in finance, IT or analytics.

Goodyear - West Bend, WI [Maintenance Technician] As an Entry Level Automotive Technician at Goodyear, you'll: Learn how?to complete basic?automotive?services?like?mounting and balancing tires, tire repairs, oil changes, filters?replacements, and more; Train?with mid and senior level automotive tech

Key Account Analyst Internship.Uline Drive, Pleasant Prairie, WI 53158.Ready to boost your skills and kick-start your career? Join Uline as a 2026 Key Account Analyst Intern!.You'll get hands-on experience and work with professionals at a company that recognizes hard work and values people.With Ulin

You will have the support and training you need to help you be successful, no matter your level of expertise.

Our company was founded over 30 years ago and has become one of the fastest-growing firms in the nation.There is tremendous earning potential with no cap.As a part of our team, you will be surrounded by passionate teammates pushing each other to exceed their&n

Provides a high level of client service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to ac

Year-End Administrative And Payroll Support.Provides administrative and payroll support during year-end activities.Assists with employee help cases, scanning and loading garnishments and tax documents, responding to employee verifications, and performing other administrative duties as assigned.Ident

We are seeking a Finance Technology Transformation Lead to drive modernization across finance systems and processes. Deep knowledge of core finance functions including planning, reporting, close, controls, and operations. At Associated Bank, you'll have the chance to shape the future of finance whil

Adaptable to various levels of client complexities of people, processes, and systems.

Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Summer 2026 Finance & Accounting Development Program Intern - Omaha, NE.

As an Entry-level Lube Technician, you will help drive the continued success of VIOC by providing reliable and impeccable preventive maintenance service.

Bachelor's Degree Finance Required.

Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Summer 2026 Finance & Accounting Development Program Intern - Omaha, NE.

Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz. Explore different remote side hustle options curated by FinanceBuzz.

TMC is now hiring Entry Level Student Truck Drivers!.

The Finance Administrative Assistant will serve as the point of contact for the Finance/Accounting department and will be responsible for providing dedicated clerical and administrative support. Finance Administrative Assistant. The candidate will have the ability to communicate with all levels and

As an Entry-level Lube Technician, you will help drive the continued success of VIOC by providing reliable and impeccable preventive maintenance service.