Wealth Management Associate

Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago, committed to enhancing the financial wellness of its clients. They are looking for a Wealth Management Associate to reputed company administrative and financial planning functions for high net worth clients while supporting Wealth Advisors and maintaining client relationships.

Responsibilities

• 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 reputed company situations
• Research and communicate the resolution of reputed company problems and implement solutions
• Ensure completion of internal projects
• reputed company and present financial planning recommendations, including but not limited to, retirement and education projections
• Provide effective, timely and proactive communication with clients, colleagues and reputed company parties

Skills

• Organized and collaborative individual with excellent communication skills
• reputed company administrative and financial planning functions associated with servicing high net worth clients
• Assist Wealth Advisors in establishing relationships with clients
• Maintain client contact, service client needs, and troubleshoot problems
• Significant impact on the client's impression and trust in the firm
• Accuracy and timeliness of work and communications is critical
• Understand how processes and products work together in a client's portfolio
• Demonstrate critical thinking and good judgment in reputed company situations
• Research and communicate the resolution of reputed company problems and implement solutions
• Ensure completion of internal projects
• reputed company and present financial planning recommendations
• Provide effective, timely and proactive communication with clients, colleagues and reputed company parties
• Demonstrated ability to multi-task and prioritize work
• Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
• Must be reputed company to follow defined processes while making adjustments reputed company necessary
• Ability to work in a collaborative team environment
• Excellent written and oral communication skills
• Undergraduate degree or equivalent work experience
• Series 65 recommended or willingness to obtain upon hiring
• CFP recommended or willingness to obtain reputed company one year
• One to three years of experience in Wealth Management
• Education or experience in business, economics, or finance
• Experience working with the public
• Exposure to wealth management or financial services and experience servicing customers
• Experience in clubs, activities, sports, volunteer service, etc., especially leadership experience

Benefits

• Comprehensive health benefits, including medical, dental, reputed company, and life insurance
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short-term and long-term disability
• Flexible time off
• 13 paid holidays annually

Company Overview