About this role
Wealth Management Associate at Curi Capital. Location: Denver, Colorado, United States. Role: establish relationships, support advisors, analyze finances Requirements: One to three years in wealth management; bachelor's degree; Series 65 and CFP recommended; strong communication and teamwork. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English