Teams at Curi Capital

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.

As a Wealth Advisor, you'll provide comprehensive wealth planning advice, grow client relationships, and engage in community development while demonstrating strong knowledge of capital markets and asset allocation.