Wealth Advisor
Not Disclosed•Full-TimeHybrid
location_onEast 9th Avenue, Denver, Colorado, 80206, United States
About Us
Founded in 2005, Curi Capital is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. Perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally, we are committed to building meaningful relationships and making a difference in our clients’ financial wellness.
Our mission focuses on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. At our core, our culture is driven by five values: Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment.
Work location
Work model: Hybrid
East 9th Avenue, Denver, Colorado, 80206, United States
Denver, Colorado
Key Responsibilities
- check_circleOffer comprehensive wealth planning and financial advice to established clients
- check_circleManage holistic balance sheet advisement including cash flow and debt analysis
- check_circleGrow business through client referrals and active community involvement
- check_circleCollaborate with team members to develop best practices for client relationship management
