Wealth Management Associate

About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. 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.

Denver, Colorado – Hybrid role located in our Denver office at Cherry Creek, 250 Fillmore Street, Suite 600. Team members are expected to come into the office three days a week.

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 perform 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, maintain client contact, service client needs, troubleshoot problems, and be trained to become a Wealth Advisor.

Your accuracy and timeliness of work and communications are critical, and you will impact the client’s impression and trust in the firm. After a minimum of one year’s experience, 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 and updating them 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

• Show aptitude to learn and grow in responsibilities and accountabilities over time
• Build mutually beneficial relationships
• Multi‑task and prioritize work efficiently
• Detail oriented with strong problem‑solving skills and ability to meet deadlines
• Follow defined processes while applying good judgment when business circumstances dictate
• Work collaboratively in a 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, finance, or related fields and/or experience working with the public preferred
• Exposure to wealth management or financial services and experience servicing customers preferred
• Experience with 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.

To be the trusted partner in medicine, business, and life.

By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Accountability:
We are driven to act, work with integrity, and deliver results.
Curiosity:
We ask and listen, stay curious, and are eager to learn.
Teamwork:
We build strong relationships, celebrate success, and partner for greater impact.
Inclusion:
We respect, recognize, and encourage the differences that make us stronger—we are better together.
Built On...
Service Commitment:
We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

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.

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