About this role
Wealth Advisor at Curi Capital. Location: Edina, Minnesota, United States. Role: offer planning, grow clients, advise clients Requirements: CFP required; 5 years wealth management; bachelor's degree; experience with MoneyGuide or eMoney; Physicians experience preferred. Category: Finance and Accounting Seniority: Mid Level Tools: MoneyGuide, eMoney Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English