Wealth Planning Associate - Grow into Advisor

Curi Capital; Raleigh (NC); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Education assistance

Annual bonus opportunity

401(k) with employer match

Short-term and long-term disability

Flexible time off

13 paid holidays annually

Job summary

Curi Capital, headquartered in Chicago, is seeking a Wealth Management Associate to support the Wealth Management team in servicing high net worth clients. You will assist in administrative and financial planning tasks while collaborating with Wealth Advisors to build client relationships and deliver tailored financial guidance.

As you gain experience, you will participate in client meetings, analyze portfolios, and contribute to the development of retirement and education projections.

Qualifications

• One to three years of experience in Wealth Management preferred
• Undergraduate degree or equivalent work experience required
• Education or experience in business, economics, or finance and/or experience working with the public preferred
• Exposure to wealth management or financial services and experience servicing customers preferred
• Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Responsibilities

• Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
• Provide support to Wealth Advisors by gathering the necessary data to manage client relationships
• Analyze and evaluate the financial status of clients and prospects
• Participate in 1-4 client or prospect meetings or calls each week
• Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
• Demonstrate critical thinking and good judgment in all situations
• Research and communicate the resolution of complex problems and implement solutions
• Ensure completion of internal projects
• Develop and present financial planning recommendations, including but not limited to, retirement and education projections
• Provide effective, timely and proactive communication with clients, colleagues and third parties

Skills

Relationship building

Multi-tasking

Detail oriented

Communication skills

Teamwork

Problem solving

Education

Undergraduate degree

Business/Economics/Finance education

Job description

Curi Capital, headquartered in Chicago, is seeking a Wealth Management Associate to support the Wealth Management team in servicing high net worth clients. You will assist in administrative and financial planning tasks while collaborating with Wealth Advisors to build client relationships and deliver tailored financial guidance.

As you gain experience, you will participate in client meetings, analyze portfolios, and contribute to the development of retirement and education projections.