Wealth Advisor

Curi Capital • Denver, CO

6d • $120,000 - $200,000 • Hybrid

About The Position

Curi Capital is seeking a passionate, self-driven Wealth Advisor to join its Client Advisory Team. The Wealth Advisor provides comprehensive wealth planning advice to established clients and grows new client relationships through community involvement, referrals, and business development initiatives. The role supports clients’ financial well-being across financial planning and budgeting, balance sheet advice, investments, estate and tax planning, insurance, and charitable strategy. The position is hybrid and based at the company’s Denver office in Cherry Creek, with team members expected to work in the office three days per week.

Requirements

• Certified Financial Planner (CFP) designation.
• Five years of relevant experience managing all facets of wealth management.
• Bachelor’s degree.
• Demonstrated strong, established client relationships.
• Experience with financial planning software such as MoneyGuide or eMoney.
• Team-oriented, relationship-driven approach.
• High integrity; honest and respectful conduct.
• Curious and coachable disposition.
• Passion for serving clients.
• Ability to foster relationships internally and externally.
• Demonstrated strong work ethic.
• Strong written and oral communication skills.
• High attention to detail and organization.
• Strong critical thinking skills to assess clients’ financial positions and needs and help attain their goals and objectives.
• High standards of professionalism when working with clients and team members.

Nice To Haves

• Experience serving physicians is preferred but not required.

Responsibilities

• Offer comprehensive wealth planning and advise clients on all aspects of their families’ financial well-being, including financial planning and budgeting; cash and debt; asset allocation and investments; estate and tax planning; insurance analysis and review; and charitable strategy.
• Grow the business through business development and referral generation from clients.
• Use knowledge of capital markets and asset allocation to advise clients.
• Demonstrate genuine involvement in the local community.
• Collaborate with team members to develop and strategize best practices for fostering and maintaining strong client relationships.

Benefits

• Comprehensive health benefits for eligible team members and dependents, including medical, dental, vision, and life insurance.
• Education assistance for eligible team members.
• Annual bonus opportunity.
• 401(k) with employer match.
• Short-term and long-term disability coverage.
• Flexible time off.
• 13 paid holidays annually.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior