Curi Capital ยท 2 days ago
Wealth Management Associate
Edina, MN
Full-time
Hybrid
Entry Level
$60K/yr - $70K/yr
1+ years expCuri Capital is a rapidly growing national registered investment advisory firm committed to enriching the lives of its clients and communities. The Wealth Management Associate will perform administrative and financial planning functions for high net worth clients, assist Wealth Advisors, and maintain client relationships while ensuring accuracy and timeliness in communications.
Financial Services
Responsibilities
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
Qualification
Required
Undergraduate degree or equivalent work experience
Demonstrated ability to build mutually beneficial relationships
Demonstrated ability to multi-task and prioritize work
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
Excellent written and oral communication skills
Series 65 recommended or willingness to obtain upon hiring
CFP recommended or willingness to obtain within one year
Preferred
One to three years of experience in Wealth Management
Education or experience in business, economics, or finance and/or experience working with the public
Exposure to wealth management or financial services and experience servicing customers
Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience
Benefits
Comprehensive health benefits, including medical, dental, vision, and life insurance
Education assistance
401(k) and employer match
Short-term disability
Long-term disability
Flexible time off
10 paid holidays
Summer hours
Company
Curi Capital
At Curi Capital, our goal is to create value for our clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jay Menton
Partner, Senior Wealth Manager / Team Lead
Richard M. Burridge
Executive Chairman, Co-Chief Investment Officer
Recent News
2024-02-20
Business Wire
2024-01-02
Business Wire
2023-11-21
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