Hybrid Wealth Advisor — Client-Focused Planning & Growth

Talentify; Washington (District of Columbia); Hybrid; USD 115,000 - 325,000; Full time

Benefits offered by this job

Health benefits

401(k) with employer match

Paid holidays

Education assistance

Job summary

Curi Capital is seeking a passionate Wealth Management Advisor to deliver comprehensive wealth planning for established clients and cultivate new relationships through community involvement and referrals.

You will join a collaborative team that focuses on long-term financial wellness and meaningful client outcomes, with a strong emphasis on integrity, service, and professional growth. A three‑day in-office preference supports this hybrid setup.

Qualifications

• CFP designation required and a Bachelor's degree; five years in wealth management.
• Experience with physicians preferred but not required; proven client relationships.
• Proficient with financial planning software such as MoneyGuide or eMoney.

Responsibilities

• Provide comprehensive wealth planning and advisory services.
• Grow client relationships through referrals and community involvement.
• Collaborate with team to implement financial solutions for clients.
• Demonstrate knowledge of capital markets and asset allocation.

Skills

Team-oriented

Relationship-driven

Integrity

Communication

Detail-oriented

Strong work ethic

Education

Bachelor's degree - required

CFP designation - required

Tools

MoneyGuide

eMoney

Job description

Curi Capital is seeking a passionate Wealth Management Advisor to deliver comprehensive wealth planning for established clients and cultivate new relationships through community involvement and referrals.

You will join a collaborative team that focuses on long-term financial wellness and meaningful client outcomes, with a strong emphasis on integrity, service, and professional growth. A three‑day in-office preference supports this hybrid setup.