Lead Advisor, Wealth Builder
 Curi RMB Capital | |
life insurance, paid holidays, flex time, 401(k), retirement plan
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 United States, Michigan, St. Joseph | |
 May 17, 2025 | |
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Title Lead Advisor Location State of Michigan (onsite) - St. Joseph's or Grand Rapids About Us Curi RMB Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with more than $13 billion in assets under management. We are seeking a Lead Advisor for our Wealth Builder team in St. Joseph, Michigan reporting to the Director of Wealth Builder. At Curi RMB Capital, we are committed to building relationships and making a difference in our client's financial wellness. We regularly appreciate our employees who demonstrate our values. We host monthly themed events to allow our employees to build relationships with one another beyond the workday interactions. We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:
We are actively committed to each other's personal, professional, and financial growth. We believe there is no greater accomplishment than knowing that, at the end of the day, we are making a difference in the lives of our clients. Curi RMB Capital is among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois; Denver, Colorado; Lake Forest, Illinois; Milwaukee, Wisconsin; Minneapolis, Minnesota; Oakbrook Terrace, Illinois; Raleigh, North Carolina; St. Joseph, Michigan; and Washington D.C. The Role We are looking for a collaborative and entrepreneurial self-starter to join our Wealth Builder team as a Lead Advisor. In this role, you will have accountability for helping grow our Wealth Builder business unit. This new business line was created to leverage our firm's capabilities for an identified client segment, focused on clients best served through a technology-driven platform, with an available personal connection to a Financial Planner. You should have experience using financial planning technology and providing financial advice to clients in a virtual and/or phone setting required. While existing clients of the firm may be appropriate to move to this new platform, you will be responsible for retaining, developing, and growing client relationships primarily in the State of Michigan - St. Joseph's or Grand Rapids. Applicants must be currently located in or willing to relocate to this area, as frequent in-person meetings or regional travel will be required. Key Result Areas * Understand, and be knowledgeable and conversant, on all aspects of Curi RMB's investment philosophy and offerings * Grow assets while expanding and retaining current client relationships, through referrals, and sourcing new relationships through personal networks * Develop, present, and implement client specific financial and investment plans * Coordinate with clients and other trusted advisors * Demonstrate value through a customized approach that provides insight and recommendations that exceed client expectations * Coordinate with team leader and other team members to provide consistent, effective client support and service by following client service minimum standards * Support short-term and long-term Curi RMB business goals and the Wealth Builder annual business plan * Demonstrate and enforce compliance through adherence of all Curi RMB policies and procedures Key Skills * Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. * Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. * Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed; Works with multiple teams or cross-functions as well as when working with own team members. * Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. * Communication - Speaks and writes clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Key Qualifications
Key Licenses
Benefits Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance.Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours. | |