About this role
Wealth Advisor at Curi Capital. Location: Chicago or Denver or Edina or Milwaukee or Raleigh or St. Joseph or Washington D.C.. Role: advise clients, grow business, foster relationships Requirements: CFP designation required; 5+ years wealth management; bachelor's degree; experience serving physicians preferred; proficiency with MoneyGuide/eMoney. Category: Finance and Accounting Seniority: Mid Level Tools: MoneyGuide, eMoney Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Hybrid Languages: English