Wealth Planning Associate - Grow into Advisor
Curi Capital
Curi Capital, headquartered in Chicago, is seeking a Wealth Management Associate to support the Wealth Management team in servicing high net worth clients. You will assist in administrative and financial planning tasks while collaborating with Wealth Advisors to build client relationships and deliver tailored financial guidance. As you gain experience, you will participate in client meetings, analyze portfolios, and contribute to the development of retirement and education projections. #J-18808-Ljbffr Curi Capital
Vacancy posted 1 day ago
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