Wealth Management Associate

About Us

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 Barrons Top 100 Independent Registered Investment Advisors globally. Our valuesAccountability Curiosity Teamwork Inclusion and Service Commitmentare at the core of our culture.

Location

St. Joe Michigan or Grand Rapids Michigan

At Curi Capital we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week.

The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as aWealth Management Associate in our St. Joe Michigan or Grand Rapids Michigan 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.

You will have a significant impact on the clients impression and trust in the firm. Accuracy and timeliness of work and communications is critical.

In this role you will understand how processes and products work together in a clients portfolio. Once a minimum of one years experience has been achieved you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

• 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

Key Skills

• 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
• 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

Key Qualifications

• 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
• Exposure to wealth management or financial services and experience servicing customers preferred
• Experience in clubs activities sports volunteer service etc. helpful especially leadership experience

Key licenses

• Series 65 recommended or willingness to obtain upon hiring
• CFP preferred but not required

• 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 strongerwe are better together

Built On;

• Service Commitment: We demonstrate an unwavering commitment to our clients business partners teammates and communities.

Our 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.

Review our Privacy Policy here.