Wealth Management Associate at Curi Capital in Milwaukee, WI

Summary: Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago. They are seeking a Wealth Management Associate to perform administrative and financial planning functions for high net worth clients while assisting Wealth Advisors in building client relationships and servicing their needs. Responsibilities: - 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. Update and inform Wealth Advisors about client activity as appropriate - Analyze and evaluate the financial status of clients and prospects - Participate in 1-4 client or prospect meetings or calls each week - Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns - Demonstrate critical thinking and good judgment in all situations - Research and communicate the resolution of complex problems and implement solutions - Ensure completion of internal projects - Develop and present financial planning recommendations, including but not limited to, retirement and education projections - Provide effective, timely and proactive communication with clients, colleagues and third parties Required Qualifications: - 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 - Undergraduate degree or equivalent work experience required - Series 65 recommended or willingness to obtain upon hiring - CFP recommended or willingness to obtain within one year Preferred Qualifications: - One to three years of experience in Wealth Management preferred - 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. helpful, especially leadership experience Required Skills: Wealth Management, Financial Planning Important Skills: Client Relationship Management, Critical Thinking, Communication Skills Nice-to-Have Skills: Multi-tasking, Series 65 License, CFP Certification, Detail Oriented, Team Collaboration, Problem Solving, Leadership Experience 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