Hybrid Wealth Advisor: Client Growth & Planning
RMB Capital
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Descripción de la vacante
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.
Descripción del empleo
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.
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