Curi Capital
Title
Wealth Advisor
Location Chicago / Denver / Michigan / Minnesota / Oakbrook Terrace / Raleigh / Washington D.C. / Milwaukee / Lake Forest / Jackson Hole (Strong preference of working 3 days in the office)
Compensation Salary + Target Bonus - $115,000 to $325,000+ (Base pay range: $100,000.00/yr - $250,000.00/yr)
About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. 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 Management 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.
Key Responsibilities
Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well‑being, including financial planning and budgeting;
Provide holistic balance sheet advisement (including cash and debt);
Implement asset allocation and investments strategies;
Advise on estate and tax planning;
Conduct insurance analysis and review;
Develop charitable strategy;
Grow business through client referrals and community engagement;
Demonstrate strong knowledge of capital markets and asset allocation;
Show genuine involvement in the local community;
Collaborate with team members to develop and strategize best practices for fostering and maintaining strong client relationships.
Key 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;
Excellent 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;
Five years of relevant experience managing all facets of wealth management - required;
Bachelor’s degree - required;
Experience serving physicians is preferred but not required;
Demonstrate strong, established client relationships;
Experience with financial planning software (MoneyGuide or eMoney).
Benefits Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short‑term and long‑term disability, flexible time off, 10 paid holidays, and summer hours.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Curi Capital by 2x.
#J-18808-Ljbffr
Location Chicago / Denver / Michigan / Minnesota / Oakbrook Terrace / Raleigh / Washington D.C. / Milwaukee / Lake Forest / Jackson Hole (Strong preference of working 3 days in the office)
Compensation Salary + Target Bonus - $115,000 to $325,000+ (Base pay range: $100,000.00/yr - $250,000.00/yr)
About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. 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 Management 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.
Key Responsibilities
Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well‑being, including financial planning and budgeting;
Provide holistic balance sheet advisement (including cash and debt);
Implement asset allocation and investments strategies;
Advise on estate and tax planning;
Conduct insurance analysis and review;
Develop charitable strategy;
Grow business through client referrals and community engagement;
Demonstrate strong knowledge of capital markets and asset allocation;
Show genuine involvement in the local community;
Collaborate with team members to develop and strategize best practices for fostering and maintaining strong client relationships.
Key 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;
Excellent 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;
Five years of relevant experience managing all facets of wealth management - required;
Bachelor’s degree - required;
Experience serving physicians is preferred but not required;
Demonstrate strong, established client relationships;
Experience with financial planning software (MoneyGuide or eMoney).
Benefits Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short‑term and long‑term disability, flexible time off, 10 paid holidays, and summer hours.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Curi Capital by 2x.
#J-18808-Ljbffr