About this role
Wealth Advisor at Curi Capital. Location: Washington, District of Columbia, United States. Role: Wealth planning, Grow business, Advise clients Requirements: CFP designation; five years wealth management experience; bachelor’s degree. Category: Finance and Accounting Seniority: Mid Level Tools: MoneyGuide, eMoney Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English