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Curi Capital · 3 hours ago

Wealth Advisor

Oakbrook Terrace, IL

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $250K/yr

5+ years exp

Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago, committed to enriching the financial wellness of its clients. The Wealth Advisor will provide comprehensive wealth planning advice and grow new client relationships through community involvement and business development initiatives.

Financial Services

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

Qualification

Certified Financial Planner (CFP)Wealth management experienceFinancial planning softwareClient relationship managementCommunication skillsCritical thinkingTeam-orientedAttention to detail