Teams at Curi Capital

The Wealth Advisor will provide comprehensive wealth planning and advice, grow client relationships through business development, and engage with the local community while ensuring clients' financial well-being.

As a Tax Associate, you'll prepare tax returns, assist with tax compliance, collaborate with stakeholders, and manage client engagements while supporting strategic planning and policy development.

Serve as first point of contact at downtown Chicago headquarters: greet visitors, manage multi-line phone and reception area, maintain kitchen and office supplies, support event/setup, handle mail/printing/scanning, coordinate vendors and building relations, and assist employees with administrative needs.