Wealth Advisor

The Role

We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. 

Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.  

Key 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

Key Skills:

• Team-oriented, relationship-driven advisor
• High integrity, honest, respectful individual
• Curious and coachable disposition
• Passionate about serving clients
• 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.
• High standards of professionalism while working with clients and team members

Key Qualifications:

• Certified Financial Planner (CFP) designation - required
• Five years of relevant experience managing all facets of wealth management - required
• Bachelor’s degree - required
• Experience serving physicians is preferred but not required 
• Demonstrate strong, established client relationships  
• Experience with financial planning software (MoneyGuide or eMoney)