Wealth Advisor — Hybrid, Growth & Client Planning

Talentify; Denver (CO); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Health benefits

401(k) with employer match

Education assistance

Flexible time off

Summer hours

Job summary

Curi Capital, a national RIA, is seeking a Wealth Advisor in Denver. This role offers a hybrid work arrangement with a minimum in the Cherry Creek office, focusing on comprehensive wealth planning and client advisory services.

Ideal candidates will hold a CFP designation, have 5+ years of wealth management experience, and possess strong communication and relationship-building skills. Competitive base salary plus bonus is offered along with a solid benefits package.

Qualifications

• CFP designation required.
• Five years of wealth management experience required.
• Bachelor’s degree required.
• Experience serving physicians preferred but not required.
• Proven client relationships and ability to grow business.

Responsibilities

• Provide comprehensive wealth planning and advice.
• Grow client relationships through referrals and community involvement.
• Demonstrate knowledge of capital markets and asset allocation.
• Collaborate with team to foster client relationships.

Skills

Team-oriented

Relationship-driven

Curious

Client-focused

Strong communicator

Detail-oriented

Analytical thinking

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Tools

MoneyGuide

eMoney

Job description

Curi Capital, a national RIA, is seeking a Wealth Advisor in Denver. This role offers a hybrid work arrangement with a minimum in the Cherry Creek office, focusing on comprehensive wealth planning and client advisory services.

Ideal candidates will hold a CFP designation, have 5+ years of wealth management experience, and possess strong communication and relationship-building skills. Competitive base salary plus bonus is offered along with a solid benefits package.