About this role
Wealth Advisor at Curi Capital. Location: Denver, Colorado, United States. Role: Offering planning, Growing relationships, Advising clients Requirements: CFP designation; 5 years wealth management; bachelor’s degree; physician clients preferred; experience with financial planning software (MoneyGuide or eMoney). Category: Finance and Accounting Seniority: Mid Level Tools: MoneyGuide, eMoney Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Hybrid Languages: English