Curi Capital
The Wealth Management Associate supports high net worth clients by handling administrative and financial planning tasks, maintaining client relationships, and assisting Wealth Advisors. The role involves client communication, data gathering, financial analysis, and developing planning recommendations, with opportunities to grow into a Wealth Advisor position.
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.
17% below the average for this role