{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/curicapital/jobs/4251420009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4147005009,"location":{"name":"Chicago, Illinois; Denver, Colorado; Raleigh, NC; Washington D.C.; Milwaukee, Wisconsin; St. Joe, Michigan; Edina, Minnesota"},"metadata":null,"id":4251420009,"updated_at":"2026-05-27T10:32:49-04:00","requisition_id":"38","title":"Director of Tax Services","company_name":"Curi Capital","first_published":"2026-05-18T16:50:52-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital, 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—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Location\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week. We have locations across the country and welcome candidates to apply that live and work in one of our seven main locations:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Chicago, Illinois; Denver, Colorado; Milwaukee, Wisconsin; Raleigh, North Carolina; Washington DC; St. Joe, Michigan; Edina, Minnesota\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build the Tax Practice You’ve Always Wanted to Build\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Curi Capital is hiring a Tax Director to design, launch, and lead our in-house tax practice from the ground up inside our Practice Management department. This is a rare opportunity to step out of the rinse-and-repeat cycle of a traditional public accounting firm and architect a modern, integrated tax offering inside a growing Registered Investment Advisor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll set the standards, choose the tools, shape the team, and sign the returns — all while working alongside partnered our current Tax Strategists and Wealth Advisors who treat tax as a core part of the client experience, not an afterthought.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This tax offering is designed to serve two distinct client segments inside our business: Wealth Advisory, generally working with households generally between $2M and $20M, and Wealth Builder, serving households generally between $150K and $2M. Our Practice Management team supports both client and advisor experience across these business lines, and tax is the next frontier we’re bringing in-house.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;What You’ll Do\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead the strategy, design, and launch of Curi Capital’s in-house tax practice across our Wealth Advisory and Wealth Builder business lines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee and sign individual, trust, and entity tax returns for clients across both service tiers. The pipeline of clients is ready for you.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build the playbook — workflows, quality controls, software stack, client deliverables, and pricing — with the support of leadership and a dedicated tax associate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Wealth Advisors to deliver proactive, planning-driven tax work that’s integrated with each client’s broader financial picture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and develop a dedicated Tax Associate, with the opportunity to grow the team as the practice scales.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay ahead of federal and state tax law changes and translate them into clear guidance for clients and advisors.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;What We’re Looking For\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Active CPA license (or equivalent credential authorizing you to sign federal tax returns, such as EA) required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Five plus years of public accounting experience, with meaningful exposure to high-net-worth individual, trust, and pass-through entity returns required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three to five years of managerial experience — you’ve reviewed work, coached associates, and owned the quality of what goes out the door.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on proficiency with professional tax software such as Intuit Lacerte, CCH Axcess / ProSystem fx, or BNA Income Tax Planner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational instincts — you build systems instead of just working harder inside broken ones.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication skills, with the ability to translate technical tax concepts into plain language for clients and advisors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Genuine excitement about building something from the ground up rather than inheriting an established book.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Why This Role\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Founder-style scope — you’re not just running a tax department, you’re creating one.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Integrated practice — work shoulder-to-shoulder with wealth advisors instead of getting handed 1099s in March.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear reporting line — you’ll report directly to the Director of Practice Management, with executive visibility from day one.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Better cadence — a planning-driven model designed to smooth out the brutal compression of traditional public accounting busy seasons.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The base salary will be commensurate with an individual\u0026#39;s work experience and educational background.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;US Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$170,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Vision:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;To be the trusted partner in medicine, business, and life.\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Mission: \u0026lt;/strong\u0026gt;By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt; \u0026lt;em\u0026gt;We are driven to act, work with integrity, and deliver results.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curiosity:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We ask and listen, stay curious, and are eager to learn.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Teamwork\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;em\u0026gt;We build strong relationships, celebrate success, and partner for greater impact.\u0026lt;/em\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inclusion:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;We respect, recognize, and encourage the differences that make us stronger—we are better together\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Built On;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Commitment: \u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-pasted=\u0026quot;true\u0026quot;\u0026gt;Our Benefits\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital 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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Review our Privacy Policy \u0026lt;a href=\u0026quot;https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/\u0026quot;\u0026gt;here.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4018230009,"name":"Client Advisory","child_ids":[4018236009,4018231009,4018232009,4018235009,4018233009,4018234009],"parent_id":4018224009}],"offices":[{"id":4017566009,"name":"Denver, CO","location":"Denver, Colorado, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/curicapital/jobs/4257067009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4150241009,"location":{"name":"Chicago, Illinois"},"metadata":null,"id":4257067009,"updated_at":"2026-05-22T13:36:20-04:00","requisition_id":"39","title":"Equity Research Analyst","company_name":"Curi Capital","first_published":"2026-05-21T16:15:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital, 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—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an Equity Research Analyst to join our Curi Capital Equity Team in our downtown Chicago office. In this role you will work closely with portfolio managers and senior equity analysts to provide investment insights across internal strategies that range up and down the market cap scale and address both domestic and developed international markets.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will join a group of experienced investment professionals who provide portfolio management and equity analysis for Curi Capital’s actively managed internal strategies. In identifying attractive investment opportunities, the team employs both industry standard as well as proprietary equity research systems and data sources.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are hard-working, curious, and humble team player who values being part of a collegial and high-performing team this might be an exciting opportunity for you!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Analyze companies across sectors of the market to provide investment insights to portfolio managers and senior equity analysts.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct primary due diligence for idea generation and monitoring of current positions.\u0026amp;nbsp; Research activities may include company research and financial modeling as well as regular communication with management teams, industry experts, and sell-side analysts.\u0026amp;nbsp; Perform other investment analyses upon request.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain familiarity with the proprietary Curi economic return corporate performance and valuation framework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively support the goals and objectives of the Equity Team in a collaborative environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Skills\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to be a self-starter, work independently and accomplish goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to analyze/model financial metrics, business strategies, and valuation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively prioritize time and manage multiple tasks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent teamwork and interpersonal skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to deliver clear, effective verbal and written communication.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Qualifications \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;An ideal candidate will have three to five years of experience in \u0026lt;strong\u0026gt;buyside equity research\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Undergraduate degree in finance, accounting, or related field.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA or progress towards CFA designation preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The base salary will be commensurate with an individual\u0026#39;s work experience and educational background.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;US Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$150,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$175,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Vision:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;To be the trusted partner in medicine, business, and life.\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Mission: \u0026lt;/strong\u0026gt;By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt; \u0026lt;em\u0026gt;We are driven to act, work with integrity, and deliver results.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curiosity:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We ask and listen, stay curious, and are eager to learn.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Teamwork\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;em\u0026gt;We build strong relationships, celebrate success, and partner for greater impact.\u0026lt;/em\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inclusion:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;We respect, recognize, and encourage the differences that make us stronger—we are better together\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Built On;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Commitment: \u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-pasted=\u0026quot;true\u0026quot;\u0026gt;Our Benefits\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital 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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Review our Privacy Policy \u0026lt;a href=\u0026quot;https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/\u0026quot;\u0026gt;here.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4018249009,"name":"Equities","child_ids":[],"parent_id":4018238009}],"offices":[{"id":4017561009,"name":"Chicago, IL","location":"Chicago, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/curicapital/jobs/4231489009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4135203009,"location":{"name":"Chicago, Illinois"},"metadata":null,"id":4231489009,"updated_at":"2026-06-04T15:23:25-04:00","requisition_id":"35","title":"Receptionist","company_name":"Curi Capital","first_published":"2026-04-23T15:09:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital, 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—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a friendly, professional, and service‑minded Receptionist to serve as the first point of contact in our downtown Chicago Headquarters. This individual will sit at the front desk and play a critical role in creating a warm, organized, and welcoming environment for clients, employees, and guests. In addition to front desk responsibilities, this position supports office operations, kitchen management, and event coordination at the Chicago office.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Greet and welcome clients, employees, and visitors with professionalism and warmth, offering refreshments and directing them to the appropriate person or meeting room.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the tidiness of reception area, conference rooms, kitchens, storage closets and other common areas ensuring they remain clean, organized, and presentable. This includes emptying the dishwashers, cleaning out the refridgerator and various other housekeeping tasks for the Chicago office.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage a multi-line phone system, taking messages and appropriately directing incoming calls, emails, and inquiries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and stock the kitchen with food, beverages, and supplies; monitor and manage inventory.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage office supplies inventory by regularly checking work rooms and storage rooms to ensure supplies are ordered and restocked.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain office security while working with our suite security vendor. This includes monitoring visitor access, issuing security passes for visitors and employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with the coordination and setup of internal and external office events, meetings, and client gatherings as well as assist employees in Chicago office with various needs and requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support general office operations, such as overnight shipping, data entry, scanning, photocopying, binding, faxing documents, mail handling, receiving deliveries, managing meeting room bookings, and vendor coordination as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Acting as tenant point of contact for the building to ensure we remain compliant and maintain a good relationship with building management. This includes registering guests and vendors, coordinating work orders and housekeeping for our suite, and fulfilling floor captain duties as part of the tenant emergency teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a proactive resource for employees and guests, addressing needs or escalating concerns when appropriate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Uphold Curi Capital’s values of accountability, curiosity, teamwork, inclusivity and service commitment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Skills\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Friendly, approachable, and confident demeanor with strong interpersonal skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, self‑motivated, driven, and dependable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive approach to solve problems with a willingness to speak up when needed and take initiative\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized with strong attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Resourceful and adaptable in a fast‑paced office environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Punctual, reliable, and professional in appearance and communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable interacting with executives, clients, and external partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Service‑heart mentality with a genuine desire to support others\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Qualifications \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Two or more years of prior receptionist, administrative, or office support experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience preparing and submitting expense reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using office technology such as:\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Multi‑line phone systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Calendar and scheduling tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Basic conference room technology (WebEx, presentation displays)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Office equipment including printers, scanners, and copiers\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ability to quickly learn internal systems, processes, and office tools\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is an hourly non-exempt position. Range is $25 - $30 an hour.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Environment\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based on site at Curi Capital’s downtown Chicago office and requires consistent front desk presence Monday through Friday 8:30am – 5pm.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The base salary will be commensurate with an individual\u0026#39;s work experience and educational background.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;US Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$25\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$30 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Vision:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;To be the trusted partner in medicine, business, and life.\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Mission: \u0026lt;/strong\u0026gt;By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt; \u0026lt;em\u0026gt;We are driven to act, work with integrity, and deliver results.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curiosity:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We ask and listen, stay curious, and are eager to learn.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Teamwork\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;em\u0026gt;We build strong relationships, celebrate success, and partner for greater impact.\u0026lt;/em\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inclusion:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;We respect, recognize, and encourage the differences that make us stronger—we are better together\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Built On;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Commitment: \u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-pasted=\u0026quot;true\u0026quot;\u0026gt;Our Benefits\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital 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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Review our Privacy Policy \u0026lt;a href=\u0026quot;https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/\u0026quot;\u0026gt;here.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4018254009,"name":"HR","child_ids":[],"parent_id":4018252009}],"offices":[{"id":4017561009,"name":"Chicago, IL","location":"Chicago, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/curicapital/jobs/4134512009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4088713009,"location":{"name":"Denver, Colorado; Chicago, Illinois; Raleigh, NC; Edina, Minnesota; Washington, DC; Milwaukee, Wisconsin"},"metadata":null,"id":4134512009,"updated_at":"2026-05-18T17:09:48-04:00","requisition_id":"26","title":"Tax Associate","company_name":"Curi Capital","first_published":"2026-02-16T17:30:10-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital, 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—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to come into the office three days a week. We have locations across the country and welcome candidates to apply that live and work in one of our seven main locations:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Chicago, Illinois; Denver, Colorado; Milwaukee, Wisconsin; Raleigh, North Carolina; Washington DC; St. Joe, Michigan; Edina, Minnesota\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a Tax Associate to join our growing company. As a Tax Associate, you’ll step into a key role on our growing Tax Team, where you’ll help deliver high‑quality tax preparation, compliance, and advisory services to high‑net‑worth individuals, families, and their related entities. You’ll collaborate closely with experienced Tax Strategists and our Wealth Management team, giving you the opportunity to contribute to integrated, thoughtful client solutions from day one.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you’ll gain hands‑on exposure across multiple financial disciplines within a nationally recognized RIA. You’ll build meaningful skills, work alongside seasoned professionals, and have access to long‑term opportunities to grow your career and deepen your expertise.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare federal and state tax returns for individuals, partnerships, S corporations, trusts, estates, and gifts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with tax compliance and strategic planning engagements for high-net-worth individuals, families, and closely held businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate the collection and organization of client tax information and manage engagement workflow timelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research federal, state, and local tax matters and communicate findings clearly to internal stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the development and refinement of scalable tax policies and procedures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate cross-functionally with Wealth Management and other business lines to deliver holistic client solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keep partners and client service teams informed on engagement progress and key issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as liaison with third-party outsourced providers when applicable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client proposals and new business opportunities as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple engagements and meet deadlines, including occasional extended hours during peak filing periods\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Experience \u0026amp;amp; Education\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting, Finance, or related field required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA or MST preferred (or actively pursuing certification)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three to four years of relevant tax experience in a CPA firm, RIA, or financial services environment preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Skills \u0026amp;amp; Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office; experience with Lacerte or similar tax software preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and problem-solving abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized with strong time management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detail-oriented and deadline-driven\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter who demonstrates accountability and ownership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative team player aligned with our values of teamwork and inclusion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work effectively in a hybrid environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(255, 255, 255);\u0026quot;\u0026gt;#Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(255, 255, 255);\u0026quot;\u0026gt;#Chicago, Illinois\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(255, 255, 255);\u0026quot;\u0026gt;#Denver, Colorado\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(255, 255, 255);\u0026quot;\u0026gt;#Raleigh, North Carolina\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(255, 255, 255);\u0026quot;\u0026gt;#Washington, DC\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(255, 255, 255);\u0026quot;\u0026gt;#Milwaukee, Wisconsin\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The base salary will be commensurate with an individual\u0026#39;s work experience and educational background.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;US Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$100,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Vision:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;To be the trusted partner in medicine, business, and life.\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Mission: \u0026lt;/strong\u0026gt;By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt; \u0026lt;em\u0026gt;We are driven to act, work with integrity, and deliver results.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curiosity:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We ask and listen, stay curious, and are eager to learn.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Teamwork\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;em\u0026gt;We build strong relationships, celebrate success, and partner for greater impact.\u0026lt;/em\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inclusion:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;We respect, recognize, and encourage the differences that make us stronger—we are better together\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Built On;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Commitment: \u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-pasted=\u0026quot;true\u0026quot;\u0026gt;Our Benefits\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital 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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Review our Privacy Policy \u0026lt;a href=\u0026quot;https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/\u0026quot;\u0026gt;here.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4018230009,"name":"Client Advisory","child_ids":[4018236009,4018231009,4018232009,4018235009,4018233009,4018234009],"parent_id":4018224009}],"offices":[{"id":4017561009,"name":"Chicago, IL","location":"Chicago, Illinois, United States","child_ids":[],"parent_id":null},{"id":4017566009,"name":"Denver, CO","location":"Denver, Colorado, United States","child_ids":[],"parent_id":null},{"id":4017564009,"name":"Milwaukee, WI","location":"Milwaukee, Wisconsin, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/curicapital/jobs/4260783009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4152601009,"location":{"name":"Washington, DC"},"metadata":null,"id":4260783009,"updated_at":"2026-05-27T17:29:07-04:00","requisition_id":"40","title":"Wealth Advisor","company_name":"Curi Capital","first_published":"2026-05-27T17:29:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital, 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—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:\u0026amp;nbsp;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Financial planning and budgeting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Holistic balance sheet advisement (including cash and debt)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset allocation and investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate and tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Insurance analysis and review\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Charitable Strategy\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for growing business through business development and referral generation from clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a genuine involvement in the local community\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Skills:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Team-oriented, relationship-driven advisor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High integrity, honest, respectful individual\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curious and coachable disposition\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about serving clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong ability to foster relationships both externally and internally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated strong work ethic\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good communicator with superior written and oral communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High attention to detail and well organized\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High standards of professionalism while working with clients and team members\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Five years of relevant experience managing all facets of wealth management - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Bachelor’s degree - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Experience serving physicians is preferred but not required\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate strong, established client relationships \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with financial planning software (MoneyGuide or eMoney)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The base salary will be commensurate with an individual\u0026#39;s work experience and educational background.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;US Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$120,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Vision:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;To be the trusted partner in medicine, business, and life.\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Mission: \u0026lt;/strong\u0026gt;By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt; \u0026lt;em\u0026gt;We are driven to act, work with integrity, and deliver results.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curiosity:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We ask and listen, stay curious, and are eager to learn.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Teamwork\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;em\u0026gt;We build strong relationships, celebrate success, and partner for greater impact.\u0026lt;/em\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inclusion:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;We respect, recognize, and encourage the differences that make us stronger—we are better together\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Built On;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Commitment: \u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-pasted=\u0026quot;true\u0026quot;\u0026gt;Our Benefits\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital 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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Review our Privacy Policy \u0026lt;a href=\u0026quot;https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/\u0026quot;\u0026gt;here.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4018230009,"name":"Client Advisory","child_ids":[4018236009,4018231009,4018232009,4018235009,4018233009,4018234009],"parent_id":4018224009}],"offices":[{"id":4017565009,"name":"Washington D.C.","location":"District of Columbia, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/curicapital/jobs/4092986009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4062978009,"location":{"name":" Denver, CO; Chicago, IL; Raleigh, NC; St. Joe, MI; Milwaukee, WI; Washington, DC; Oakbrook, IL; Lake Forest, IL; Edina, MN"},"metadata":null,"id":4092986009,"updated_at":"2026-03-10T14:26:52-04:00","requisition_id":"16","title":"Wealth Advisor","company_name":"Curi Capital","first_published":"2026-01-09T17:19:00-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital, 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—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:\u0026amp;nbsp;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Financial planning and budgeting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Holistic balance sheet advisement (including cash and debt)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset allocation and investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate and tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Insurance analysis and review\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Charitable Strategy\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for growing business through business development and referral generation from clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a genuine involvement in the local community\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Skills:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Team-oriented, relationship-driven advisor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High integrity, honest, respectful individual\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curious and coachable disposition\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about serving clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong ability to foster relationships both externally and internally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated strong work ethic\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good communicator with superior written and oral communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High attention to detail and well organized\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High standards of professionalism while working with clients and team members\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Five years of relevant experience managing all facets of wealth management - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Bachelor’s degree - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Experience serving physicians is preferred but not required\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate strong, established client relationships \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with financial planning software (MoneyGuide or eMoney)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The base salary will be commensurate with an individual\u0026#39;s work experience and educational background.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;US Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$120,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Vision:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;To be the trusted partner in medicine, business, and life.\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Mission: \u0026lt;/strong\u0026gt;By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt; \u0026lt;em\u0026gt;We are driven to act, work with integrity, and deliver results.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curiosity:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We ask and listen, stay curious, and are eager to learn.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Teamwork\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;em\u0026gt;We build strong relationships, celebrate success, and partner for greater impact.\u0026lt;/em\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inclusion:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;We respect, recognize, and encourage the differences that make us stronger—we are better together\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Built On;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Commitment: \u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-pasted=\u0026quot;true\u0026quot;\u0026gt;Our Benefits\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital 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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Review our Privacy Policy \u0026lt;a href=\u0026quot;https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/\u0026quot;\u0026gt;here.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4018230009,"name":"Client Advisory","child_ids":[4018236009,4018231009,4018232009,4018235009,4018233009,4018234009],"parent_id":4018224009}],"offices":[{"id":4017561009,"name":"Chicago, IL","location":"Chicago, Illinois, United States","child_ids":[],"parent_id":null},{"id":4017566009,"name":"Denver, CO","location":"Denver, Colorado, United States","child_ids":[],"parent_id":null},{"id":4017559009,"name":"Edina, MN","location":"Edina, Minnesota, United States","child_ids":[],"parent_id":null},{"id":4017564009,"name":"Milwaukee, WI","location":"Milwaukee, Wisconsin, United States","child_ids":[],"parent_id":null},{"id":4017286009,"name":"Raleigh, NC","location":"Raleigh, North Carolina, United States","child_ids":[],"parent_id":null},{"id":4017567009,"name":"St. Joe, MI","location":"St. Joseph, Michigan, United States","child_ids":[],"parent_id":null},{"id":4017565009,"name":"Washington D.C.","location":"District of Columbia, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/curicapital/jobs/4245254009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4143174009,"location":{"name":"Edina, MN"},"metadata":null,"id":4245254009,"updated_at":"2026-05-11T11:42:43-04:00","requisition_id":"36","title":"Wealth Advisor","company_name":"Curi Capital","first_published":"2026-05-11T11:42:43-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital, 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—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:\u0026amp;nbsp;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Financial planning and budgeting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Holistic balance sheet advisement (including cash and debt)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset allocation and investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate and tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Insurance analysis and review\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Charitable Strategy\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for growing business through business development and referral generation from clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a genuine involvement in the local community\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Skills:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Team-oriented, relationship-driven advisor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High integrity, honest, respectful individual\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curious and coachable disposition\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about serving clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong ability to foster relationships both externally and internally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated strong work ethic\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good communicator with superior written and oral communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High attention to detail and well organized\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High standards of professionalism while working with clients and team members\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Five years of relevant experience managing all facets of wealth management - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Bachelor’s degree - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Experience serving physicians is preferred but not required\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate strong, established client relationships \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with financial planning software (MoneyGuide or eMoney)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The base salary will be commensurate with an individual\u0026#39;s work experience and educational background.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;US Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$120,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Vision:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;To be the trusted partner in medicine, business, and life.\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Mission: \u0026lt;/strong\u0026gt;By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt; \u0026lt;em\u0026gt;We are driven to act, work with integrity, and deliver results.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curiosity:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We ask and listen, stay curious, and are eager to learn.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Teamwork\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;em\u0026gt;We build strong relationships, celebrate success, and partner for greater impact.\u0026lt;/em\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inclusion:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;We respect, recognize, and encourage the differences that make us stronger—we are better together\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Built On;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Commitment: \u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-pasted=\u0026quot;true\u0026quot;\u0026gt;Our Benefits\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital 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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Review our Privacy Policy \u0026lt;a href=\u0026quot;https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/\u0026quot;\u0026gt;here.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4018230009,"name":"Client Advisory","child_ids":[4018236009,4018231009,4018232009,4018235009,4018233009,4018234009],"parent_id":4018224009}],"offices":[{"id":4017559009,"name":"Edina, MN","location":"Edina, Minnesota, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/curicapital/jobs/4092974009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4062972009,"location":{"name":"Denver, Colorado"},"metadata":null,"id":4092974009,"updated_at":"2026-03-10T14:26:52-04:00","requisition_id":"13","title":"Wealth Advisor","company_name":"Curi Capital","first_published":"2026-01-09T17:19:00-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital, 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—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid role located in our Denver office located in Cherry Creek - 250 Fillmore Street, Suite 600. Team members are expected to come into the office three days a week.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:\u0026amp;nbsp;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Financial planning and budgeting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Holistic balance sheet advisement (including cash and debt)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset allocation and investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate and tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Insurance analysis and review\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Charitable Strategy\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for growing business through business development and referral generation from clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a genuine involvement in the local community\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Skills:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Team-oriented, relationship-driven advisor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High integrity, honest, respectful individual\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curious and coachable disposition\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about serving clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong ability to foster relationships both externally and internally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated strong work ethic\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good communicator with superior written and oral communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High attention to detail and well organized\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High standards of professionalism while working with clients and team members\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Five years of relevant experience managing all facets of wealth management - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Bachelor’s degree - required\u0026lt;/li\u0026gt;\n\u0026lt;li data-pasted=\u0026quot;true\u0026quot;\u0026gt;Experience serving physicians is preferred but not required\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate strong, established client relationships \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with financial planning software (MoneyGuide or eMoney)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The base salary will be commensurate with an individual\u0026#39;s work experience and educational background.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;US Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$120,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Vision:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;To be the trusted partner in medicine, business, and life.\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Mission: \u0026lt;/strong\u0026gt;By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt; \u0026lt;em\u0026gt;We are driven to act, work with integrity, and deliver results.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curiosity:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We ask and listen, stay curious, and are eager to learn.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Teamwork\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;em\u0026gt;We build strong relationships, celebrate success, and partner for greater impact.\u0026lt;/em\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inclusion:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;We respect, recognize, and encourage the differences that make us stronger—we are better together\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Built On;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Commitment: \u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-pasted=\u0026quot;true\u0026quot;\u0026gt;Our Benefits\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital 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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Review our Privacy Policy \u0026lt;a href=\u0026quot;https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/\u0026quot;\u0026gt;here.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4018230009,"name":"Client Advisory","child_ids":[4018236009,4018231009,4018232009,4018235009,4018233009,4018234009],"parent_id":4018224009}],"offices":[{"id":4017566009,"name":"Denver, CO","location":"Denver, Colorado, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/curicapital/jobs/4090901009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4061559009,"location":{"name":"Denver, Colorado"},"metadata":null,"id":4090901009,"updated_at":"2026-03-10T14:26:52-04:00","requisition_id":"10","title":"Wealth Management Associate ","company_name":"Curi Capital","first_published":"2026-01-09T17:19:02-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-pasted=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital, 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—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Denver, Colorado\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid role located in our Denver office located in Cherry Creek -\u0026amp;nbsp;\u0026lt;span data-pasted=\u0026quot;true\u0026quot;\u0026gt;250 Fillmore Street, Suite 600\u0026lt;/span\u0026gt;. Team members are expected to come into the office three days a week.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a\u0026amp;nbsp;\u0026lt;strong\u0026gt;Wealth Management Associate in our Denver, Colorado office\u0026lt;/strong\u0026gt;. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will understand how processes and products work together in a client’s portfolio. Once a minimum of one year’s experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Result Areas\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain effective relationships and provide client service that builds satisfaction and confidence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and evaluate the financial status of clients and prospects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in 1-4 client or prospect meetings or calls each week\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate critical thinking and good judgment in all situations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and communicate the resolution of complex problems and implement solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure completion of internal projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and present financial planning recommendations, including but not limited to, retirement and education projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide effective, timely and proactive communication with clients, colleagues and third parties\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Skills\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to build mutually beneficial relationships required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to multi-task and prioritize work required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail oriented and have demonstrated ability to solve problems and meet deadlines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a collaborative team environment required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and oral communication skills required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;One to three years of experience in Wealth Management preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Undergraduate degree or equivalent work experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education or experience in business, economics, or finance and/or experience working with the public preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to wealth management or financial services and experience servicing customers preferred\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key licenses\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 recommended or willingness to obtain upon hiring\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFP recommended or willingness to obtain within one year\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The base salary will be commensurate with an individual\u0026#39;s work experience and educational background.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;US Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$60,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$70,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Vision:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;To be the trusted partner in medicine, business, and life.\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Mission: \u0026lt;/strong\u0026gt;By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Our Values:\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accountability:\u0026lt;/strong\u0026gt; \u0026lt;em\u0026gt;We are driven to act, work with integrity, and deliver results.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curiosity:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We ask and listen, stay curious, and are eager to learn.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Teamwork\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026lt;em\u0026gt;We build strong relationships, celebrate success, and partner for greater impact.\u0026lt;/em\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Inclusion:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;em\u0026gt;We respect, recognize, and encourage the differences that make us stronger—we are better together\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Built On;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Service Commitment: \u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-pasted=\u0026quot;true\u0026quot;\u0026gt;Our Benefits\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Curi Capital 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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Review our Privacy Policy \u0026lt;a href=\u0026quot;https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/\u0026quot;\u0026gt;here.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4018230009,"name":"Client Advisory","child_ids":[4018236009,4018231009,4018232009,4018235009,4018233009,4018234009],"parent_id":4018224009}],"offices":[{"id":4017566009,"name":"Denver, CO","location":"Denver, Colorado, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":9}}