Curi Capital Jobs in United States

We are seeking a Tax Associate to join our growing Tax Team. In this role, you will help deliver high-quality tax preparation, compliance, and advisory services to high-net-worth individuals and their related entities. · ...

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 ...

+ Offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives · + Financial planning and budgetingFinancial planning and budgeting · Holistic balance sheet a ...

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our Raleigh, North Carolina office. · Establish and maintain effective relationships and provide client service ...

We are looking for a highly organized, customer-focused individual to work as a Client Service Administrator / Office Coordinator (CSA/OC) in our Washington DC office. In this role you will support the Wealth Management and Wealth Builder teams by executing a wide range of admini ...

We are looking for a highly organized, customer-focused individual to work as a Client Service Administrator in either the Washington DC or downtown Chicago office. · ...

Wealth Management Associate is responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. · Establish and maintain effective relationships and provide client service that builds ...

We are looking for a highly organized, customer focused individual to work as a Client Service Administrator / Office Coordinator (CSA/OC) in our Raleigh office. · ...

We are seeking a Senior Analyst to join our Private Markets team within Investment Management. This role is ideal for an investment professional with a generalist mindset who enjoys evaluating managers and contributing to disciplined capital allocation decisions. · The Role combi ...

As a Technology Solutions Generalist at Curi Capital you will be key contributor to the firm's technology strategy and operations. Reporting to the Manager of Technology Solutions you'll manage projects and execute tasks that support the firm's technical infrastructure and busine ...

We are looking for a highly organized, customer-focused individual to work as a Client Service Administrator in either the Washington DC or downtown Chicago office. · Prepares and processes custodian and internal Compliance paperwork. · Serves clients and third-party vendors. · ...

Wealth Management Associate job opening at Curi Capital. · Curi Capital 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 diffe ...

Job summary · We are seeking a Senior Analyst to join our Private Markets team within Investment Management..This role is ideal for an investment professional with a generalist mindset who enjoys evaluating managers, · understanding diverse investment strategies, · and contributi ...

+ Job summary: Wealth Advisor role at Curi Capital involves comprehensive wealth planning and client relationship building. The individual will offer advice on financial planning and budgeting, asset allocation and investments, estate and tax planning, insurance analysis and revi ...

About Us Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. The Role As a Technology Solutions Generalist you will be a ...

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 ...

We are looking for a highly organized, customer-focused individual to work as a Client Service Administrator / Office Coordinator (CSA/OC) in our Washington DC office. · Prepares and processes custodian and internal Compliance paperwork. · Arranges delivery of paperwork for signa ...

We are committed to building meaningful relationships and making a difference in our clients financial wellness. As a Tax Associate you ll step into a key role on our growing Tax Team where you ll help deliver high-quality tax preparation compliance and advisory services to high- ...

Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago with $14 billion in assets under management. · ...

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 ...