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 perform 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 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
Skills
- Organized and collaborative individual with excellent communication skills
- Perform 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 all situations
- Research and communicate the resolution of complex problems and implement solutions
- Ensure completion of internal projects
- Develop and present financial planning recommendations
- Provide effective, timely and proactive communication with clients, colleagues and third 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 able to follow defined processes while making adjustments when 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 within 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, vision, 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
At Curi Capital, our goal is to create value for our clients. It was founded in 2005, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is http://www.rmbcap.com.
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