Job Summary

• Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, including financial planning, budgeting, balance sheet advisement, asset allocation, estate and tax planning, insurance analysis, and charitable strategy.
• Responsible for growing business through business development and referral generation from clients, demonstrating a strong knowledge of capital markets and the importance of asset allocation.
• Curi Capital offers eligible team members comprehensive health benefits, including medical, dental, vision, and life insurance, along with education assistance, annual bonus opportunity, 401(k) with employer match, and flexible time off.

Matching Summary

Salary

Base: $120,000—$200,000 USD; Bonus/Equity: annual bonus opportunity; Benefits: comprehensive health benefits, 401(k) with employer match, flexible time off

Skills & Requirements

Key Requirements

• Certified Financial Planner (CFP) designation
• Five years of relevant experience
• Bachelor’s degree

Work Rights