Wealth Management Associate

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.

About the role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role, you will perform administrative and financial planning functions associated with servicing high-net-worth clients while working in a team environment. You will assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs, and troubleshooting problems, while training to become a Wealth Advisor. You will have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical.

In this role, you will understand how processes and products work together in a client’s portfolio. Once a minimum of one year’s experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Responsibilities

• Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
• Provide support to Wealth Advisors by gathering the 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
• Ensure completion of internal projects
• 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

Skills

• Aptitude to learn and grow in responsibilities and accountabilities over time
• Demonstrated ability to build mutually beneficial relationships
• Demonstrated ability to multi-task and prioritize work
• Detail-oriented with demonstrated ability to solve problems and meet deadlines
• Ability to follow defined processes while also making adjustments and using good judgment when business circumstances dictate
• Ability to work in a collaborative team environment
• Excellent written and oral communication skills

Qualifications

• Series 65 recommended or willingness to obtain upon hiring
• CFP recommended or willingness to obtain within one year

Pay

US Pay Range $60,000 - $70,000 USD

Schedule

This is a hybrid role located at 700 Spring Forest Road, Suite 400, Raleigh, North Carolina. Team members are expected to come into the office three days a week.

Benefits

• Comprehensive health benefits, including medical, dental, vision, and life insurance for eligible team members and their dependents
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short-term and long-term disability
• Flexible time off
• 13 paid holidays annually