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.
Location
Denver, Colorado
This is a hybrid role located at 799 9th Street NW, Suite 325 in Washington, DC. Team members are expected to come into the office three days a week.
The Role
We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor.
You will have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical.
In this role, you will understand how processes and products work together in a client’s portfolio. Once a minimum of one year’s experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.
Key Result Areas
- Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
- Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
- Analyze and evaluate the financial status of clients and prospects
- Participate in 1-4 client or prospect meetings or calls each week
- Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
- Demonstrate critical thinking and good judgment in all situations
- Research and communicate the resolution of complex problems and implement solutions
- Ensure completion of internal projects
- Develop and present financial planning recommendations, including but not limited to, retirement and education projections
- Provide effective, timely and proactive communication with clients, colleagues and third parties
Key Skills
- Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
- Demonstrated ability to build mutually beneficial relationships required
- Demonstrated ability to multi-task and prioritize work required
- Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
- Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
- Ability to work in a collaborative team environment required
- Excellent written and oral communication skills required
Key Qualifications
- One to three years of experience in Wealth Management preferred
- Undergraduate degree or equivalent work experience required
- Education or experience in business, economics, or finance and/or experience working with the public preferred
- Exposure to wealth management or financial services and experience servicing customers preferred
- Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience
Key licenses
- Series 65 recommended or willingness to obtain upon hiring
- CFP recommended or willingness to obtain within one year
The base salary will be commensurate with an individual's work experience and educational background.
- Accountability: We are driven to act, work with integrity, and deliver results.
- Curiosity: We ask and listen, stay curious, and are eager to learn.
- Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
- Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together
Built On;
- Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
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What We Do
At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi Capital at [email protected]. This is not an offer to buy or sell any investment products or Curi Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi Capital, please call 312.993.5800 or email us at [email protected].
