Wealth Management Associate — Path to Advisor

Curi Capital; Grand Rapids (MI); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health benefits

Education assistance

Annual bonus opportunity

401(k) with employer match

Flexible time off

13 paid holidays annually

Job summary

Curi Capital is seeking a Wealth Management Associate in Grand Rapids, Michigan. The role involves performing administrative and financial planning functions for high net worth clients while working in a collaborative team environment.

Ideal candidates will have 1-3 years of Wealth Management experience and maintain effective client relationships. The base salary ranges from $60,000 to $70,000 USD, with comprehensive benefits including health, education assistance, and a 401(k) plan.

Qualifications

• 1-3 years of experience in Wealth Management preferred.
• Education or experience in business, economics, or finance preferred.
• Exposure to wealth management or financial services preferred.

Responsibilities

• Establish and maintain effective relationships for client satisfaction.
• Provide support to Wealth Advisors by managing client relationships.
• Research and communicate solutions to complex problems.

Skills

Communication skills

Relationship building

Problem-solving

Attention to detail

Multi-tasking

Education

Undergraduate degree or equivalent work experience

Job description

Curi Capital is seeking a Wealth Management Associate in Grand Rapids, Michigan. The role involves performing administrative and financial planning functions for high net worth clients while working in a collaborative team environment.

Ideal candidates will have 1-3 years of Wealth Management experience and maintain effective client relationships. The base salary ranges from $60,000 to $70,000 USD, with comprehensive benefits including health, education assistance, and a 401(k) plan.