About this role
Wealth Management Associate at Curi Capital. Location: St. Joseph or Grand Rapids. Role: servicing clients, analyzing finances, presenting recommendations Requirements: Undergraduate degree or equivalent experience required; 1-3 years wealth management experience preferred. Strong communication, detail orientation, client service, financial analysis, and willingness to obtain Series 65/CFP. Category: Finance and Accounting Seniority: Entry Level Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English