Wealth Advisor
Curi CapitalMilwaukee, WI, US- Full-time
Job Description
Job Description
Title
Wealth Advisor
Location
Chicago / Denver / Michigan / Minnesota / Oakbrook Terrace / Raleigh / Washington D.C. / Milwaukee
Strong preference of working 3 days in the office
Compensation
Salary Range - $100K to $250K+
About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.
The Role
We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management 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.
Key Responsibilities :
- Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include :
Financial planning and budgeting
Key Skills :
Key Qualifications :
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.
Create a job alert for this search
Wealth Advisor • Milwaukee, WI, US
Director- Wealth Advisory
Principal Financial Group, Inc.USA, Wisconsin, Milwaukee- Promoted
Travel Occupational Therapist - $1,986 per week
Skyline Med Staff AlliedKenosha, WI, USA- Promoted
Travel Occupational Therapist - $2,134 per week
Stability HealthcareKenosha, WI, USA- Promoted
Financial Advisor - Johnson Financial Group
LPL FinancialMequon, WI, US- Promoted
Take Surveys Get Paid!
Prime InsightsHartford, WI, US- Promoted
Client Relationship Consultant 4 (Banker) - Lake Geneva, WI
U.S. BancorpLake Geneva, WI, US- Promoted
Lot Attendant
LDV IncBurlington, WI, US- Promoted
Associate - Wealth Management - Position Available June 2026
ASPIRIANT LLCMilwaukee, WI, US- Promoted
Wealth Advisor
M3 InsuranceMilwaukee, WI, US- Promoted
Private Wealth Advisor II
Old National BancorpMilwaukee, WI, US- Promoted
J.P. Morgan Wealth Management - Private Client Advisor - Greater Milwaukee and Kenosha, WI
ChaseOak Creek, WI, US- Promoted
- Promoted
Licensed Marriage and Family Therapist (LMFT, LPC, LCSW)
LifeStance HealthHartford, WI, US- Promoted
Sales Business Development Representative
Staples, Inc.PLEASANT PRAIRIE, WI, US- Promoted
Wealth Management Trainee
Associated BankMilwaukee, WI, US- Promoted
Business Development Program
UlineKenosha, WI, US- Promoted
Career Advisor
EquusRacine, WI, US- Promoted
