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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.

The Wealth Advisor will provide wealth planning advice, grow client relationships, and ensure comprehensive financial wellness for clients while collaborating on best practices within the team.

The Director of Tax Services will lead the development and management of Curi Capital's in-house tax practice, oversee tax return preparation, and collaborate with wealth advisors to integrate tax strategy into financial planning.

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

Lead and scale the People function at a growing RIA: advise executive leadership, design multi-year people strategy, oversee talent acquisition, performance management, compensation, compliance, learning and development, employee relations, workforce planning, HR operations, and People team development to support growth, succession, and culture.

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.

Maintain a welcoming, organized office environment; manage inventory and vendor/facilities relationships; scan, categorize, and upload client tax and family office documents; prepare DocuSign and certified mailings; provide administrative support to advisors and executives including calendar management, expense reporting, travel coordination, client gifts, and event support while handling confidential financial information.