Curi Capital

Curi Capital

Wealth Advisor

Edina, MN

Sponsorship not specified$120k-$200kDetected 72 days ago
Business DevelopmentBudgetingTaxCommunicationCritical Thinking

About the role

  • We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor.
  • In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
  • Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive.

Responsibilities

  • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships
  • To be the trusted partner in medicine, business, and life.
  • We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Requirements

  • Five years of relevant experience managing all facets of wealth management. required
  • Bachelor's degree. required
  • Experience with financial planning software (MoneyGuide or eMoney)
  • Demonstrate strong, established client relationships

Nice to have

  • Experience serving physicians is preferred but not required

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
  • High attention to detail and well organized
  • 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
  • Key Qualifications:
  • Certified Financial Planner (CFP) designation - required

Compensation

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

Benefits

  • 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.

Company info

  • 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.
  • The Role
  • We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
  • Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.
  • By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
  • 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.
  • Accountability: We are driven to act, work with integrity, and deliver results.
  • Curiosity: We ask and listen, stay curious, and are eager to learn.
  • Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
  • Inclusion: We respect, recognize, and encourage the differences that make us stronger-we are better together
  • Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
  • As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.
  • We respect, recognize, and encourage the differences that make us stronger-we are better together
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This listing is sourced directly from Curi Capital's careers page and normalized into a canonical job model.