Wealth Management Associate. Denver LilyLifestyle

Location

Denver, Colorado

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 our Denver, Colorado office. 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, 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 are 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.

• 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

• Demonstrate aptitude to learn and grow in responsibilities and accountabilities over time
• Build mutually beneficial relationships
• Multi-task and prioritize work required
• Detail oriented and able to solve problems and meet deadlines
• Follow defined processes and adjust with good judgment when business circumstances dictate
• Work in a collaborative team environment
• Excellent written and oral communication skills

• 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. helpful, especially leadership experience

• Series 65 recommended or willingness to obtain upon hiring
• CFP recommended or willingness to obtain within one year

The base salary will be commensurate with an individual’s work experience and educational background. US Pay Range: $60,000-$70,000 USD.

Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.