Curi Capital
Financial Services
WealthManagementAssociate
“Wealth Management Associate at Curi Capital. Skills: Wealth management, Financial planning. Establish and maintain client relationships. Provide client service”
What You'll Achieve.
Build client satisfaction; Build client confidence
Industry & Context.
Problem solving; Critical thinking; Troubleshooting
What They're Looking For.
Must Have
Undergraduate degree or equivalent work experience
Nice to Have
1-3 years Wealth Management experience, Education/experience in business, economics, or finance, Experience working with the public, Exposure to wealth management or financial services, Experience servicing customers, Experience in clubs, activities, sports, volunteer service, Leadership experience
What You'll Do.
Establish and maintain client relationships
Provide client service
Gather data to manage client relationships
Update Wealth Advisors about client activity
Analyze financial status of clients
Evaluate financial status of prospects
Understand processes and products
Apply knowledge to satisfy client concerns
Research complex problems
Communicate resolution of complex problems
Complete internal projects
Develop financial planning recommendations
Present financial planning recommendations
Provide effective communication with clients
Provide timely communication with clients
Provide proactive communication with clients
Provide effective communication with colleagues
Provide timely communication with colleagues
Provide proactive communication with colleagues
Provide effective communication with third parties
Provide timely communication with third parties
Provide proactive communication with third parties
Perform administrative functions
Perform financial planning functions
Assist Wealth Advisors with client relationships
Maintain client contact
Troubleshoot client problems
Train to become a Wealth Advisor
Deliver financial planning activities
How You'll Work.
Team & Collaboration
Work in a team environment; Collaborative team environment
Communication Scope
Written communication; Oral communication
Applying for this Wealth Management Associate role?
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