Wealth Advisor

Curi Capital•Edina, MN

4d•Onsite

About The Position

We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.

Requirements

Certified Financial Planner (CFP) designation - required
Five years of relevant experience managing all facets of wealth management - required
Bachelor’s degree - required
Demonstrate strong, established client relationships
Experience with financial planning software (MoneyGuide or eMoney)

Nice To Haves

Experience serving physicians is preferred but not required

Responsibilities

Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include: Financial planning and budgeting, Holistic balance sheet advisement (including cash and debt), Asset allocation and investments, Estate and tax planning, Insurance analysis and review, Charitable Strategy
Responsible for growing business through business development and referral generation from clients
Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
Demonstrate a genuine involvement in the local community
Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships