Wealth Management Associate
Curi RMB Capital LLC•Chicago, IL
419d•$60,000 - $70,000•Remote
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About The Position
The Wealth Management Associate (WMA) at Curi RMB Capital LLC is a pivotal role designed for individuals eager to support high net worth clients in achieving their investment and financial goals. The WMA will train to become a Wealth Advisor while performing essential administrative and financial planning functions. This position emphasizes building strong client relationships, ensuring timely and accurate service, and contributing to the overall client experience. The WMA will work closely with Wealth Advisors, participate in client meetings, and assist in delivering financial planning activities.
