Curi Capital
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This range is provided by Curi Capital. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $250,000.00/yr
Title Wealth Advisor
Location Chicago / Denver / Michigan / Minnesota / Oakbrook Terrace / Raleigh / Washington D.C. / Milwaukee / Lake Forest / Jackson Hole
Compensation Salary + Target Bonus – $115,000 to $325,000+
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, which include financial planning and budgeting, holistic balance‑sheet advisement (including cash and debt), asset allocation and investments, estate and tax planning, insurance analysis and review, and charitable strategy.
Grow business through business development and referral generation from clients.
Demonstrate strong knowledge of capital markets and asset allocation to advise clients.
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.
Critical thinking skills to assess clients’ financial position and needs.
High standards of professionalism when 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.
Demonstrated 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
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Get AI-powered advice on this job and more exclusive features.
This range is provided by Curi Capital. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $250,000.00/yr
Title Wealth Advisor
Location Chicago / Denver / Michigan / Minnesota / Oakbrook Terrace / Raleigh / Washington D.C. / Milwaukee / Lake Forest / Jackson Hole
Compensation Salary + Target Bonus – $115,000 to $325,000+
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, which include financial planning and budgeting, holistic balance‑sheet advisement (including cash and debt), asset allocation and investments, estate and tax planning, insurance analysis and review, and charitable strategy.
Grow business through business development and referral generation from clients.
Demonstrate strong knowledge of capital markets and asset allocation to advise clients.
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.
Critical thinking skills to assess clients’ financial position and needs.
High standards of professionalism when 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.
Demonstrated 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
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr