Wealth Management Associate

Title

Wealth Management Associate

Location

Chicago, IL

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 are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role, you will be responsible for performing certain administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor.

Because you will have ongoing contact with the client, you will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical. Mistakes or missed deadlines could adversely affect the client relationship and/or result in monetary loss and loss of client confidence.

You will understand how processes and products work together in a client's portfolio. Once a minimum of one year's experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

• 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

Key Skills

• Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
• Demonstrated ability to build mutually beneficial relationships required
• Demonstrated ability to multi-task and prioritize work required
• Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
• Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
• Ability to work in a collaborative team environment required
• Excellent written and oral communication skills required

Key Qualifications

• One to three years of experience in Wealth Management preferred
• Undergraduate degree or equivalent work experience required
• Education or experience in business, economics, or finance and/or experience working with the public preferred
• Exposure to wealth management or financial services and experience servicing customers preferred
• Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses

• Series 65 recommended or willingness to obtain upon hiring
• CFP recommended or willingness to obtain within one year

Benefits

Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.