Support wealth management and client relationships as a Wealth Builder Intern at Curi Capital, a lea
岗位职责
About Us CuriCapital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Acc…
申请条件
Currently pursuing a Bachelor's degree in Finance, Economics, Business, or a related field.
Strong interest in wealth management, financial planning, and investment advisory services.
Excellent communication and interpersonal skills.
Ability to work collaboratively in a team environment.
雇主简介
Curi Capital is a national registered investment advisory firm based in Chicago, providing financial advisory services to clients.