Senior Wealth Management Associate

Location

Oakbrook Terrace, Illinois - onsite

About Us

Curi RMB Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with more than $13 billion in assets under management. We are seeking a Senior Wealth Management Associate for our Wealth Management team in Oakbrook Terrace, Illinois reporting to the Partner, Senior Wealth Manager.

At Curi RMB Capital, we are committed to building relationships and making a difference in our client's financial wellness. We regularly appreciate our employees who demonstrate our values. We host monthly themed events to allow our employees 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

We are actively committed to each other's personal, professional, and financial growth. We believe there is no greater accomplishment than knowing that, at the end of the day, we are making a difference in the lives of our clients.

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

About The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Senior Wealth Management Associate (WMA). In this role, you will be responsible for performing certain financial planning functions associated with servicing high net worth clients while working in a team environment. You will understand how processes and products work together in a client's portfolio and therefore personally assist the advisor in delivering financial planning advice to the client. You will also develop relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor.

Because you will have on-going contact with the client, you will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical. Mistakes or missed deadlines could adversely affect the client relationship and/or result in monetary loss and loss of client confidence.

Key Result Areas:

• Establish and maintain client relationships through the delivery of excellent client service, which builds trust, confidence, and satisfaction
• Support Wealth Advisors by gathering data to manage client relationships and prepare prospective client presentations. Update and inform Wealth Advisors about client activity as appropriate
• Analyze and evaluate the financial status of clients and prospects
• Participate in 1-4 client and/or prospect meetings each week
• Develop and present financial planning recommendations, including but not limited to, retirement and education projections
• Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
• Demonstrate critical thinking and good judgment in all situations
• Research and communicate the resolution of complex problems and implement solutions
• Provide effective, timely and proactive communication with clients, colleagues and third parties

Key Skills:

• Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
• Demonstrated ability to build mutually beneficial relationships required
• Demonstrated ability to multi-task and prioritize work required
• Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
• Must be able to follow defined processes where they exist while also adjusting and using good judgment when business circumstances dictate
• Ability to work in a collaborative team environment required
• Excellent written and oral communication skills required

Key Qualifications:

• Minimum of two years' experience in wealth management or financial services
• Undergraduate degree or equivalent work experience required
• Education or experience in business, economics, or finance and/or experience working with the public preferred
• Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key Licenses:

• Series 65 preferred, or willingness to obtain within one year