Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago, committed to enriching the lives of its clients and communities. The Wealth Management Associate role involves providing administrative and financial planning support to Wealth Advisors and servicing high net worth clients in a collaborative team environment.
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
- 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
- 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 required
- Excellent written and oral communication skills required
- Undergraduate degree or equivalent work experience required
- 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 preferred
- 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
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
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