Senior Wealth Advisor

Title

Senior Wealth Advisor

Location

Oakbrook, Illinois

About Us

Curi RMB Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $13 billion in assets under management. We are seeking an experienced Business Development Officer for our Client Services team reporting to the Director of Business Development.

At Curi RMB Capital, we are committed to building meaningful relationships and making a difference in our client's financial wellness. We regularly appreciate our teammates who demonstrate our values and we are committed to each other's personal, professional, and financial growth. We host monthly themed events to allow our colleagues to build relationships with one another beyond the workday interactions.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

• Accountability
• Curiosity
• Teamwork
• Inclusion
• Service Commitment

Curi RMB Capital is among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, wealth builder, family office services, asset management, and retirement plan solutions. Our headquarters are in Chicago, Illinois with additional offices in Denver, Colorado; Lake Forest, Illinois; Milwaukee, Wisconsin; Minneapolis, Minnesota; Oakbrook Terrace, Illinois; Raleigh, North Carolina; St. Joseph, Michigan; Washington D.C.; and Jackson Hole, Wyoming.

The Role

We're looking for a passionate and self-driven individual to join our Wealth Management department as a Senior Wealth Advisor reporting to Partner, Senior Wealth Manager. In this role, you will offer comprehensive wealth planning advice to established clients while growing your book of business to add new client relationships through community involvement, referrals and business development initiatives.

Curi Capital is a fast paced, entrepreneurial environment where individuals that are team-oriented, relationship driven, and naturally curious will thrive. As a Senior 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.

Key Responsibilities

• Provide comprehensive wealth management advice and customized planning strategies for high net worth clients
• Knowledge on all aspects of RMB investment philosophy and strategy
• Discuss investment performance, economic and market trends
• Develop, present, and implement client specific plans
• Evaluate and discuss client philanthropic goals
• Establish client investment objectives, risk tolerance and asset allocation
• Direct consultations with attorneys, accountants and other trusted advisors on insurance, tax and estate planning
• Execute client requests including cashiering, trading and custodial account documentation

Key Skills

• Team-oriented, relationship driven advisor
• High integrity, honest, respectful individual
• Excels in a fast-paced, start-up, entrepreneurial environment
• Curious and Coachable disposition
• Passionate about serving clients
• Strong ability to foster relationships both externally and internally
• Demonstrated strong work ethic
• Good communicator with superior written and oral communication skills
• High attention to detail and well organized
• Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives.
• High standards of professionalism while working with clients and team members

Qualifications

• Bachelor's degree
• CFP designation
• 3-5 years of experience servicing the needs of high net worth individuals and families with investable assets of at least $1 million
• Strong personal computer skills including Microsoft Word and Excel
• Excellent written and verbal communication skills
• Attention to detail and strong organizational skills
• Strong work ethic and able to prioritize multiple projects
• An entrepreneurial spirit and passion to serve clients

Required Education and Experience

• Bachelor's degree or equivalent work experience
• Certified Financial Planner (CFP) designation required

Benefits:

Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.

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