Wealth Management Associate

Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago, focused on enriching the lives of their teammates, clients, partners, and communities. They are seeking a Wealth Management Associate to perform administrative and financial planning functions for high net worth clients, while assisting Wealth Advisors in maintaining client relationships and delivering financial planning activities. 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 Skills 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 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 Medical Dental Vision Life insurance Education assistance Annual bonus opportunity 401(k) with employer match Short-term and long-term disability Flexible time off 13 paid holidays annually Company Overview At Curi Capital, our goal is to create value for our clients. It was founded in 2005, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is