Curi Capital
Finance
WealthAdvisor
“Wealth Advisor at Curi Capital. Skills: Wealth Advisor, Wealth planning, Client relationships, Financial planning software. Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being. Financial planning and budgeting”
What You'll Achieve.
Grow new client relationships; Secure the financial future of clients, their families or their business
Industry & Context.
Critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives
What They're Looking For.
Must Have
Certified Financial Planner (CFP) designation - required, Five years of relevant experience managing all facets of wealth management - required, Bachelor’s degree - required
Nice to Have
Experience serving physicians is preferred but not required, Demonstrate strong, established client relationships, Experience with financial planning software (MoneyGuide or eMoney)
What You'll Do.
Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being
Financial planning and budgeting
Holistic balance sheet advisement (including cash and debt)
Asset allocation and investments
Estate and tax planning
Insurance analysis and review
Responsible for growing business through business development and referral generation from clients
Demonstrate a 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 client relationships
How You'll Work.
Team & Collaboration
Work with other team members to develop and strategize best practices for fostering and maintaining client relationships; Teamwork
Communication Scope
Superior written and oral communication skills
Applying for this Wealth Advisor role?
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