Curi Capital
Curi Capital is seeking a self‑driven Wealth Advisor to provide comprehensive wealth planning and advice to established clients while expanding the client base through community involvement and business development. The role involves delivering financial planning, asset allocation, estate and tax guidance, and collaborating with team members to maintain strong client relationships.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Curi Capital.
20% above the average for this role