Wealth Management Associate

Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago, focused on enriching the lives of their teammates, clients, partners, and communities. They are seeking a Wealth Management Associate to perform administrative and financial planning functions for high net worth clients, while assisting Wealth Advisors in maintaining client relationships and delivering 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

Skills

• Undergraduate degree or equivalent work experience
• Demonstrated ability to build mutually beneficial relationships
• Demonstrated ability to multi-task and prioritize work
• Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
• Must be able to follow defined processes where they exist 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
• Series 65 recommended or willingness to obtain upon hiring
• CFP recommended or willingness to obtain within one year
• One to three years of experience in Wealth Management
• Education or experience in business, economics, or finance and/or experience working with the public
• Exposure to wealth management or financial services and experience servicing customers
• Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Benefits

• Comprehensive health benefits
• Medical
• Dental
• Vision
• Life insurance
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short-term and long-term disability
• Flexible time off
• 13 paid holidays annually

Company Overview