Curi Capital

Wealth Management Associate

Denver, Colorado

Sponsorship not specified$60k-$70kDetected 133 days ago

ResearchLeadershipCommunicationCritical Thinking

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 our Denver, Colorado office.
In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment.
You will also 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.

We build strong relationships, celebrate success, and partner for greater impact.
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
Research and communicate the resolution of complex problems and implement solutions
To be the trusted partner in medicine, business, and life.
We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
Demonstrated ability to build mutually beneficial relationships required
Demonstrated ability to multi-task and prioritize work required
Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
Ability to work in a collaborative team environment required
Excellent written and oral communication skills required
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
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

The base salary will be commensurate with an individual's work experience and educational background.

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.
Develop and present financial planning recommendations, including but not limited to, retirement and education projections

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.
Location
Denver, Colorado
This is a hybrid role located in our Denver office located in Cherry Creek - 250 Fillmore Street, Suite 600. Team members are expected to come into the office three days a week.
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
Ensure completion of internal projects
Provide effective, timely and proactive communication with clients, colleagues and third parties

This listing is sourced directly from Curi Capital's careers page and normalized into a canonical job model.