Wealth Advisor
2 weeks ago
Title
Wealth Advisor
Location
Chicago/ Denver/ Michigan/ Minnesota/ Oakbrook Terrace/ Raleigh/ Washington D.C./ Milwaukee/ Lake Forest / Jackson Hole
Strong preference of working 3 days in the office
Compensation
Salary + Target Bonus - $115,000 to $325,000+
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.
The Role
We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.
Key Responsibilities:
- Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include:
- Financial planning and budgeting
- Holistic balance sheet advisement (including cash and debt)
- Asset allocation and investments
- Estate and tax planning
- Insurance analysis and review
- Charitable Strategy
- Responsible for growing business through business development and referral generation from clients
- Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
- Demonstrate a genuine involvement in the local community
- Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships
Key Skills:
- Team-oriented, relationship-driven advisor
- High integrity, honest, respectful individual
- Curious and coachable disposition
- Passionate about serving clients
- Strong ability to foster relationships both externally and internally
- Demonstrated strong work ethic
- Good communicator with superior written and oral communication skills
- High attention to detail and well organized
- Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives.
- High standards of professionalism while working with clients and team members
Key Qualifications:
- Certified Financial Planner (CFP) designation - required
- Five years of relevant experience managing all facets of wealth management - required
- Bachelor's degree - required
- Experience serving physicians is preferred but not required
- Demonstrate strong, established client relationships
- Experience with financial planning software (MoneyGuide or eMoney)
Benefits:
Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.
-
Wealth Management Advisor
2 weeks ago
Lake Forest, IL, United States Mowery & Schoenfeld Full timeAre you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding career development? Do you have a passion for investments and helping others reach their financial goals through strategic wealth management? Our rapidly growing wealth management practice presents a fantastic opportunity for hungry wealth advisors...
-
Wealth Management Advisor
7 days ago
Lake Forest, IL, United States Mowery & Schoenfeld Full timeAre you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding career development? Do you have a passion for investments and helping others reach their financial goals through strategic wealth management? Our rapidly growing wealth management practice presents a fantastic opportunity for hungry wealth advisors...
-
Manager, Consumers Financial Group Program
2 weeks ago
Lake Forest, IL, United States Consumers Credit Union Full timeDescription Consumers Credit Union (CCU) is looking for a Manager to oversee daily operations of our wealth management program, Consumers Financial Group (CFG), and drive exceptional financial planning experiences for our members. You'll play a key leadership role in influencing strategy, shaping the member experience and supporting a dynamic team. If...
-
Manager, Consumers Financial Group Program
5 days ago
Lake Forest, IL, United States Consumers Credit Union Full timeDescription Consumers Credit Union (CCU) is looking for a Manager to oversee daily operations of our wealth management program, Consumers Financial Group (CFG), and drive exceptional financial planning experiences for our members. You'll play a key leadership role in influencing strategy, shaping the member experience and supporting a dynamic team. If...
-
Associate Wealth Advisor
2 weeks ago
Lake Forest, Illinois, United States Beacon Pointe Advisors Full time $60,000 - $120,000 per yearJob DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Skokie, IL office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...
-
Wealth Management Advisor
4 weeks ago
Lake Forest, United States Mowery & Schoenfeld Full timeAre you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding career development? Do you have a passion for investments and helping others reach their financial goals through strategic wealth management? Our rapidly growing wealth management practice presents a fantastic opportunity for hungry wealth advisors...
-
Wealth Management Advisor
2 weeks ago
Lake Forest, Illinois, United States Mowery & Schoenfeld Full time $104,000 - $170,000 per yearJob description Are you an experienced client advisor experienced in an RIA environment in search of a firm with outstanding career development? Do you have a passion for investments and helping others reach their financial goals through strategic wealth management? Our rapidly growing wealth management practice presents a fantastic opportunity for hungry...
-
Wealth Advisor
1 week ago
Lake Oswego, United States Carson Group Full timeWho We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...
-
Wealth Advisor
1 week ago
Lake Oswego, OR, United States Carson Group Full timeWho We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...
-
Wealth Advisor
2 weeks ago
Lake Oswego, OR, United States Carson Group Full timeWho We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...
-
Wealth Advisor
1 day ago
Lake Oswego, OR, United States Carson Group Full timeWho We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your...
-
Wealth Advisor
2 weeks ago
Lake Oswego, United States LPL Financial Full timeWealth AdvisorLPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated in Forbes as one of America's Best Banks in 2024, Mechanics Bank...
-
Wealth Management Advisor
2 weeks ago
Lake Havasu City, AZ, United States Edward Jones Full timeJob Overview This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants. If you are looking to make a meaningful change in your career, consider becoming a Wealth Management Advisor. As a partner to clients, you will assist them in achieving long-term financial objectives...
-
Wealth Management Advisor
2 weeks ago
Lake Havasu City, AZ, United States Edward Jones Full timeJob Overview This job posting is anticipated to remain open for 30 days, from 14-Nov-2025. The posting may close early due to the volume of applicants. If you are looking to make a meaningful change in your career, consider becoming a Wealth Management Advisor. As a partner to clients, you will assist them in achieving long-term financial objectives...
