Wealth Advisor

The role

You will offer comprehensive wealth planning advice to established clients. You will grow new client relationships through community involvement, referrals, and business development initiatives.

What you will do

• Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being
• Provide financial planning and budgeting
• Provide holistic balance sheet advisement including cash and debt
• Provide asset allocation and investments advice
• Provide estate and tax planning
• Provide insurance analysis and review
• Provide charitable strategy
• Grow business through business development and referral generation from clients
• Demonstrate strong knowledge of capital markets and asset allocation
• Work with team members to develop and strategize best practices for client relationships

Required qualifications

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

Nice to have

• Experience serving physicians

Benefits

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

About the company

Curi Capital is a national registered investment advisory firm based in Chicago. It is ranked among Barron's Top 100 Independent Registered Investment Advisors globally.