Investment Advisor Role
3 days ago
Curi RMB Capital LLC is a leading investment advisory firm seeking a highly motivated Wealth Management Associate to join its team in the Chicago office.
About the RoleThis is an excellent opportunity for a driven individual to train as a Wealth Advisor and perform administrative and financial planning functions associated with servicing high net worth clients. The successful candidate will be responsible for establishing relationships with clients, maintaining client contact, servicing client needs, and troubleshooting problems.
We estimate that the salary for this role will be around $80,000 - $100,000 per year, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package, including medical, dental, and vision coverage, profit sharing plans, a wellness program, employee assistance program, and pet insurance.
Key Skills- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Series 65 recommended or willingness to obtain upon hiring
- CFP recommended or willingness to obtain within one year
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