What are the responsibilities and job description for the Senior Wealth Management Associate position at Curi RMB Capital LLC?
Job Description
Job Description
Location
Oakbrook Terrace, Illinois – onsite
About Us
Curi RMB Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with more than $13 billion in assets under management. We are seeking a Senior Wealth Management Associate for our Wealth Management team in Oakbrook Terrace, Illinois reporting to the Partner, Senior Wealth Manager.
At Curi RMB Capital, we are committed to building relationships and making a difference in our client’s financial wellness. We regularly appreciate our employees who demonstrate our values. We host monthly themed events to allow our employees to build relationships with one another beyond the workday interactions.
We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are :
- Accountability
- Curiosity
- Teamwork
- Inclusion
- Service Commitment
We are actively committed to each other's personal, professional, and financial growth. We believe there is no greater accomplishment than knowing that, at the end of the day, we are making a difference in the lives of our clients.
Curi RMB Capital is among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois; Denver, Colorado; Lake Forest, Illinois; Milwaukee, Wisconsin; Minneapolis, Minnesota; Oakbrook Terrace, Illinois; Raleigh, North Carolina; St. Joseph, Michigan; and Washington D.C.
About The Role
We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Senior Wealth Management Associate (WMA). In this role, you will be responsible for performing certain financial planning functions associated with servicing high net worth clients while working in a team environment. You will understand how processes and products work together in a client’s portfolio and therefore personally assist the advisor in delivering financial planning advice to the client. You will also develop relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor.
Because you will have on-going contact with the client, you will have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical. Mistakes or missed deadlines could adversely affect the client relationship and / or result in monetary loss and loss of client confidence.
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Benefits
Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.
Curi RMB Capital is an independent investment advisory firm. To learn more, visit www.rmbcap.com.
Curi RMB Capital LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Curi RMB Capital LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.