Jobs at Curi Capital

Participate in a 10-week wealth management internship supporting client advisory projects, financial research, planning, portfolio construction, and client and prospect meetings. Interns collaborate with advisors, vendors, and internal teams while gaining exposure to wealth management operations and presenting their summer experience to leadership.

As a Tax Associate, you'll prepare tax returns, assist with tax compliance, collaborate with stakeholders, and manage client engagements while supporting strategic planning and policy development.

As a Wealth Advisor, you'll provide comprehensive wealth planning advice, grow client relationships, and engage in community development while demonstrating strong knowledge of capital markets and asset allocation.

The Wealth Advisor will provide wealth planning advice, grow client relationships, and ensure comprehensive financial wellness for clients while collaborating on best practices within the team.