Wealth Management Associate
About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.
Location
St. Joe Michigan or Grand Rapids, Michigan
At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week.
The Role
We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a
