Curi Capital · 20 hours ago
Wealth Advisor
Denver, CO
Full-time
Hybrid
Senior Level
$120K/yr - $200K/yr
5+ years expCuri Capital is a rapidly growing national registered investment advisory firm based in Chicago, committed to enhancing clients’ financial wellness. The Wealth Advisor will provide comprehensive wealth planning advice to clients while developing new relationships through community engagement and business development.
Financial Services
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
Qualification
Required
Certified Financial Planner (CFP) designation - required
Five years of relevant experience managing all facets of wealth management - required
Bachelor's degree - required
Demonstrate strong, established client relationships
Preferred
Experience serving physicians is preferred but not required
Experience with financial planning software (MoneyGuide or eMoney)
Benefits
Comprehensive health benefits, including medical, dental, vision, and life insurance
Education assistance
Annual bonus opportunity
401(k) with employer match
Short-term and long-term disability
Flexible time off
13 paid holidays annually
Company
Curi Capital
At Curi Capital, our goal is to create value for our clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jay Menton
Partner, Senior Wealth Manager / Team Lead
Richard M. Burridge
Executive Chairman, Co-Chief Investment Officer
Recent News
2024-02-20
Business Wire
2024-01-02
Business Wire
2023-11-21
Company data provided by crunchbase