Holistic Wealth Advisor for Client Growth & Planning

Curi Capital; Washington (District of Columbia); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) with employer match

Flexible time off

Annual bonus opportunity

Job summary

Curi Capital is seeking a passionate Wealth Advisor to join our Client Advisory Team in Washington, DC. The position involves offering comprehensive wealth planning advice while developing new client relationships through community involvement and referrals.

The ideal candidate should have at least five years of experience in wealth management and demonstrate strong communication and relationship-building skills. This role offers a competitive salary between $120,000 and $200,000, along with comprehensive health benefits and a supportive work environment.

Qualifications

• Five years of relevant experience managing all facets of wealth management – required.
• Experience serving physicians is preferred but not required.
• Curious and coachable disposition.

Responsibilities

• Offer comprehensive wealth planning and provide advice on financial well-being.
• Grow business through development and referrals.
• Demonstrate strong knowledge of capital markets.

Skills

Team-oriented advisor

Strong work ethic

Excellent communication skills

Attention to detail

Critical thinking skills

Education

Relevant experience managing wealth management

Experience with financial planning software

Tools

MoneyGuide

eMoney

Job description

Curi Capital is seeking a passionate Wealth Advisor to join our Client Advisory Team in Washington, DC. The position involves offering comprehensive wealth planning advice while developing new client relationships through community involvement and referrals.

The ideal candidate should have at least five years of experience in wealth management and demonstrate strong communication and relationship-building skills. This role offers a competitive salary between $120,000 and $200,000, along with comprehensive health benefits and a supportive work environment.