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 Raleigh, North Carolina This is a hybrid role located at 700 Spring Forest Road, Suite 400.

Team members are expected to come into 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 Wealth Management Associate . In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment.

You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. You will have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical.

In this role, you will understand how processes and products work together in a client’s portfolio. Once a minimum of one year’s experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities. Key Result Areas 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.

Responsibilities

and accountabilities over time Demonstrated ability to build mutually beneficial relationships required Demonstrated ability to multi-task and prioritize work required Must be detail oriented and have demonstrated ability to solve problems and meet deadlines Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate Ability to work in a collaborative team environment required Excellent written and oral communication skills required Key

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.