Curi Capital is seeking a passionate and self-driven Wealth Advisor to join their Client Advisory Team. The role involves offering comprehensive wealth planning advice to established clients and growing new client relationships through community involvement, referrals, and business development initiatives.
Requirements
- Certified Financial Planner (CFP) designation
- Five years of relevant experience managing all facets of wealth management
- Bachelor’s degree
- 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.
Benefits
- Comprehensive health benefits (medical, dental, vision, life insurance)
- Education assistance
- 401(k) with employer match
- Short-term and long-term disability
- Flexible time off
- 10 paid holidays
- Summer hours
