The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...
Quick apply
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...
Quick apply
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...
Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The DWA provides comprehensive support to our high-net-worth clients by working closely with experienced ...
Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The DWA provides comprehensive support to our high-net-worth clients by working closely with experienced ...
Austin, TX · On-site
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...
Austin, TX · On-site
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...
Dallas, TX · On-site
Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The DWA provides comprehensive support to our high-net-worth clients by working closely with experienced ...
Dallas, TX · On-site
Cresset is seeking a Director, Wealth Advisor (DWA) to join Cresset's wealth management team. The DWA provides comprehensive support to our high-net-worth clients by working closely with experienced ...
Newport Beach, CA · On-site
$130K/yr
We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Newport Beach, CA. In this role, you'll make an impact in the ...
Newport Beach, CA · On-site
$130K/yr
We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Newport Beach, CA. In this role, you'll make an impact in the ...
$200K - $250K/yr
The Role The Sales Director - US Wealth is a senior sales leadership role responsible for supporting growth of WTW Investments' wealth business across the United States. This role focuses on ...
$200K - $250K/yr
The Role The Sales Director - US Wealth is a senior sales leadership role responsible for supporting growth of WTW Investments' wealth business across the United States. This role focuses on ...
Austin, TX · On-site
$20.75 - $27.75/hr
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...
Austin, TX · On-site
$20.75 - $27.75/hr
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...
Los Angeles, CA · Hybrid
$170K - $225K/yr
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:
Los Angeles, CA · Hybrid
$170K - $225K/yr
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:
Dallas, TX · On-site
$185K - $230K/yr
Position Summary The Wealth Management Managing Director leads a team of Wealth management professionals and is responsible for identifying and generating new business opportunities with both ...
Dallas, TX · On-site
$185K - $230K/yr
Position Summary The Wealth Management Managing Director leads a team of Wealth management professionals and is responsible for identifying and generating new business opportunities with both ...
Enterprise Sales Director, Wealth Management Technology Industry:- Wealth Management Technology Location: NYC Salary range: $100k base + Equity Company Description:-- Our client is a growing FinTech ...
Enterprise Sales Director, Wealth Management Technology Industry:- Wealth Management Technology Location: NYC Salary range: $100k base + Equity Company Description:-- Our client is a growing FinTech ...
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net ...
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net ...
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net ...
Quick apply
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net ...
We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...
We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...
San Francisco, CA · Hybrid
$170K - $225K/yr
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:
San Francisco, CA · Hybrid
$170K - $225K/yr
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:
Boston, MA · On-site
$200K - $250K/yr
The Role The Sales Director - US Wealth is a senior sales leadership role responsible for supporting growth of WTW Investments' wealth business across the United States. This role focuses on ...
Boston, MA · On-site
$200K - $250K/yr
The Role The Sales Director - US Wealth is a senior sales leadership role responsible for supporting growth of WTW Investments' wealth business across the United States. This role focuses on ...
Foster City, CA · Hybrid
$170K - $225K/yr
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:
Foster City, CA · Hybrid
$170K - $225K/yr
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:
We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...
We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...
We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...
We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...
Louisville, CO · On-site +1
$140K - $175K/yr
Description Director, Wealth Advisor & Financial Planner Gainline Financial Partners Location: Louisville, CO (In-Office) Total Compensation Potential : $140,000 - $175,000+ | Base + Performance ...
Louisville, CO · On-site +1
$140K - $175K/yr
Description Director, Wealth Advisor & Financial Planner Gainline Financial Partners Location: Louisville, CO (In-Office) Total Compensation Potential : $140,000 - $175,000+ | Base + Performance ...
San Francisco, CA · Hybrid
$170K - $225K/yr
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:
San Francisco, CA · Hybrid
$170K - $225K/yr
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:
$52.5K - $70.2K
6% of jobs
$70.2K - $87.9K
14% of jobs
$96.3K is the 25th percentile. Wages below this are outliers.
$87.9K - $105.5K
11% of jobs
$105.5K - $123.2K
17% of jobs
The median wage is $130.6K / yr.
$123.2K - $140.9K
6% of jobs
$140.9K - $158.6K
7% of jobs
$158.6K - $176.3K
7% of jobs
$188.6K is the 75th percentile. Wages above this are outliers.
$176.3K - $194K
9% of jobs
$194K - $211.6K
11% of jobs
$211.6K - $229.3K
9% of jobs
$229.3K - $247K
2% of jobs
$52.5K
$146.1K
$247K
| Aspect | Director Wealth | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or equivalent; often advanced degrees | CFP, Series 7, Series 66; varies by employer |
| Work Environment | Senior management, strategic planning, overseeing teams | Client-facing, advising individuals or institutions |
| Industry Usage | Financial services, wealth management firms | Banking, independent advisory firms, brokerages |
| Primary Focus | Overseeing wealth management strategies and teams | Providing personalized financial planning and investment advice |
While both roles operate within the wealth management industry, a Director Wealth typically holds a senior leadership position focused on strategic oversight and managing teams, often requiring advanced certifications. In contrast, a Financial Advisor directly interacts with clients to develop personalized financial plans. The roles differ mainly in scope and responsibilities but share similar credentials and industry environments.

Full-time
Medical, Dental, Vision, Life, Retirement
Posted 19 days ago
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
Opening Summary:
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes.
Primary Responsibilities:
Client Acquisition & Pipeline Development:
CPA Partner Activation:
Client Leadership & Conversion:
Integrated Solution Delivery:
Market Development:
Basic Qualifications:
Preferred Skills:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
Chicago, IL, US