Teams at Curi Capital

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.

The Wealth Advisor will provide comprehensive wealth planning advice, manage client relationships, and grow business through referrals and community involvement.

Provide administrative and financial planning support for high-net-worth clients, assist Wealth Advisors with client relationships, prepare financial planning recommendations, participate in client meetings, research and resolve complex issues, and manage internal projects while training to become a Wealth Advisor.