Wealth Management Associate

About the role

Curi Capital is a nationally recognized registered investment advisory firm based in Chicago. We focus on building meaningful relationships and enhancing financial wellness for our clients. Our team is dedicated to enriching the lives of our teammates, clients, partners, and community members.

Responsibilities

• Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
• Support Wealth Advisors by gathering necessary data to manage client relationships
• Update and inform Wealth Advisors about client activity as appropriate
• Analyze and evaluate the financial status of clients and prospects
• Participate in 1-4 client or prospect meetings or calls each week
• Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
• Demonstrate critical thinking and good judgment in all situations
• Research and communicate the resolution of complex problems and implement solutions
• Develop and present financial planning recommendations, including but not limited to, retirement and education projections
• Provide effective, timely, and proactive communication with clients, colleagues, and third parties

Requirements

• One to three years of experience in Wealth Management preferred
• Undergraduate degree or equivalent work experience required
• Education or experience in business, economics, or finance and/or experience working with the public preferred
• Exposure to wealth management or financial services and experience servicing customers preferred
• Experience in clubs, activities, sports, volunteer service, etc., helpful, especially leadership experience
• Series 65 recommended or willingness to obtain upon hiring
• CFP recommended or willingness to obtain within one year

Qualifications

• Detail-oriented and able to solve problems and meet deadlines
• Able to work in a collaborative team environment
• Excellent written and oral communication skills

Benefits

Curi Capital offers comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits include education assistance, an annual bonus opportunity, a 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.