Wealth Management Associate

Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago, committed to enhancing the financial wellness of its clients. They are seeking a Wealth Management Associate to perform administrative and financial planning functions for high net worth clients while collaborating with Wealth Advisors to build and maintain client relationships.

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

• Excellent communication skills
• Organized and collaborative individual
• Ability to perform administrative and financial planning functions
• Ability to establish and maintain effective relationships
• Ability to provide client service that builds satisfaction and confidence
• Ability to gather necessary data to manage client relationships
• Ability to analyze and evaluate the financial status of clients and prospects
• Ability to participate in client or prospect meetings or calls
• Understanding of how processes and products work together
• Demonstrated critical thinking and good judgment
• Ability to research and communicate the resolution of complex problems
• Ability to ensure completion of internal projects
• Ability to develop and present financial planning recommendations
• Effective, timely and proactive communication with clients, colleagues and third parties
• Aptitude to learn and grow in responsibilities and accountabilities
• Ability to multi-task and prioritize work
• Detail oriented with problem-solving skills
• Ability to follow defined processes and make adjustments as needed
• Ability to work in a collaborative team environment
• Excellent written and oral communication skills
• Undergraduate degree or equivalent work experience
• 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
• Experience working with the public
• Exposure to wealth management or financial services
• Experience servicing customers
• Experience in clubs, activities, sports, volunteer service, etc
• Leadership experience

Benefits

• Comprehensive health benefits, including medical, dental, vision, and 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