Wealth Advisor

About the role

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.

Key Responsibilities

• Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:
• Financial planning and budgeting
• Holistic balance sheet advisement (including cash and debt)
• Asset allocation and investments
• Estate and tax planning
• Insurance analysis and review
• Charitable Strategy
• Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
• Demonstrate a genuine involvement in the local community
• Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships

Key Skills

• Team-oriented, relationship-driven advisor
• High integrity, honest, respectful individual
• Curious and coachable disposition
• Passionate about serving clients
• Strong ability to foster relationships both externally and internally
• Demonstrated strong work ethic
• Good communicator with superior written and oral communication skills
• Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives
• High standards of professionalism while working with clients and team members

Qualifications

• Certified Financial Planner (CFP) designation - required
• Five years of relevant experience managing all facets of wealth management - required
• Bachelor’s degree - required
• Experience serving physicians is preferred but not required
• Demonstrate strong, established client relationships
• Experience with financial planning software (MoneyGuide or eMoney)

Pay and Benefits

The base salary will be commensurate with an individual's work experience and educational background. US Pay Range $120,000 - $200,000 USD

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.