Wealth Advisor

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

Benefits offered by this job

Health benefits

Education assistance

Annual bonus

401(k) with employer match

Disability insurance

Flexible time off

13 paid holidays annually

Job summary

Curi Capital in Chicago is seeking a Wealth Advisor to join the Client Advisory Team. You will provide comprehensive wealth planning advice to established clients while growing new relationships through community involvement and referrals.

As a Wealth Advisor, you will help implement tailored financial strategies, collaborate with teammates, and contribute to delivering lasting financial security for clients and their families or businesses. CFP and 5+ years experience preferred.

Qualifications

• CFP designation required
• Five years of wealth management experience required
• Bachelor’s degree required
• Experience serving physicians preferred
• Demonstrate strong, established client relationships
• Experience with financial planning software MoneyGuide or eMoney

Responsibilities

• Offer comprehensive wealth planning and advise on all aspects of a family’s financial position
• Grow business through client referrals and community involvement
• Demonstrate knowledge of capital markets and asset allocation guidance
• Foster and maintain strong client relationships with a team-oriented approach

Skills

Team-oriented

Integrity

Curiosity

Client service

Communication

Attention to detail

Relationship building

Critical thinking

Professionalism

Education

CFP designation

Bachelor’s degree

Tools

MoneyGuide

eMoney

Job description

About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

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)

The base salary will be commensurate with an individual’s work experience and educational background.

US Pay Range

$120,000—$200,000 USD

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

• Accountability: We are driven to act, work with integrity, and deliver results.
• Curiosity: We ask and listen, stay curious, and are eager to learn.
• Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
• Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together

Built On;

• Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits

• Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance.
• Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.

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