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 ...
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25 Choreo Associate Financial Advisor Jobs Hiring Near You
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 ...
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 ...
Quick apply
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 ...
Director, Wealth Advisor
Boston, MA · On-site
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 ...
Director, Wealth Advisor
Boston, MA · On-site
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 ...
Director, Wealth Advisor
Austin, TX · On-site
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 ...
Director, Wealth Advisor
Austin, TX · On-site
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 ...
Director, Wealth Advisor
Louisville, KY · On-site
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 ...
Director, Wealth Advisor
Louisville, KY · On-site
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 ...
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 ...
Quick apply
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 ...
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients ...
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients ...
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients ...
Quick apply
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients ...
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals ...
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals ...
Manager, Partner Relationships
Charlotte, NC · On-site +1
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 ...
Quick apply
Manager, Partner Relationships
Charlotte, NC · On-site +1
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 ...
Manager, Partner Relationships
Charlotte, NC · On-site
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 ...
Manager, Partner Relationships
Charlotte, NC · On-site
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 ...
Client Service Associate
$15 - $20.75/hr
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... As a Client Service Associate, you will be responsible for managing client communications and ...
Quick apply
Client Service Associate
$15 - $20.75/hr
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... As a Client Service Associate, you will be responsible for managing client communications and ...
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... As a Client Service Associate, you will be responsible for managing client communications and ...
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... As a Client Service Associate, you will be responsible for managing client communications and ...
Manager, Partner Relationships
Charlotte, NC · On-site +1
Position Overview Choreo Advisors is seeking a Manager, Partner Relationships to support and deepen ... Bachelor's degree required; finance, business, or related field preferred * 5+ years of experience ...
Manager, Partner Relationships
Charlotte, NC · On-site +1
Position Overview Choreo Advisors is seeking a Manager, Partner Relationships to support and deepen ... Bachelor's degree required; finance, business, or related field preferred * 5+ years of experience ...
Director, Wealth Advisor
$20.25 - $27/hr
Position Choreo as a strategic partner. Client Leadership & Conversion: * Lead high-conviction ... Strong financial planning expertise. * CRM experience. Preferred Skills: * CFP, CFA, CPA preferred.
Director, Wealth Advisor
$20.25 - $27/hr
Position Choreo as a strategic partner. Client Leadership & Conversion: * Lead high-conviction ... Strong financial planning expertise. * CRM experience. Preferred Skills: * CFP, CFA, CPA preferred.
Director, Wealth Advisor
$20.75 - $27.75/hr
Position Choreo as a strategic partner. Client Leadership & Conversion: * Lead high-conviction ... Strong financial planning expertise. * CRM experience. Preferred Skills: * CFP, CFA, CPA preferred.
Director, Wealth Advisor
$20.75 - $27.75/hr
Position Choreo as a strategic partner. Client Leadership & Conversion: * Lead high-conviction ... Strong financial planning expertise. * CRM experience. Preferred Skills: * CFP, CFA, CPA preferred.
Director, Wealth Advisor
$22.75 - $30.50/hr
Position Choreo as a strategic partner. Client Leadership & Conversion: * Lead high-conviction ... Strong financial planning expertise. * CRM experience. Preferred Skills: * CFP, CFA, CPA preferred.
Director, Wealth Advisor
$22.75 - $30.50/hr
Position Choreo as a strategic partner. Client Leadership & Conversion: * Lead high-conviction ... Strong financial planning expertise. * CRM experience. Preferred Skills: * CFP, CFA, CPA preferred.
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 ...
Quick apply
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 ...
Executive Assistant
Charlotte, NC · On-site
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 ...
Executive Assistant
Charlotte, NC · On-site
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 ...
Client Service Associate
$15 - $20.75/hr
This position will join the Potomac, MD office at Choreo and will assist advisors and other team ... Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry
Client Service Associate
$15 - $20.75/hr
This position will join the Potomac, MD office at Choreo and will assist advisors and other team ... Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry
Choreo Jobs Information
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Job description
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 Louisville 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:
- Build and maintain a consistent pipeline of high-value client opportunities;
- Source opportunities through CPA partners, networks, and referrals;
- Drive opportunities from introduction to close;
- Maintain CRM discipline.
CPA Partner Activation:
- Develop relationships with CPA partner firms;
- Translate relationships into referrals;
- Establish consistent engagement cadence;
- Position Choreo as a strategic partner.
Client Leadership & Conversion:
- Lead high-conviction conversations;
- Diagnose complex needs;
- Deliver wealth strategies;
- Close and onboard new clients.
Integrated Solution Delivery:
- Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.
Market Development:
- Establish presence in Louisville;
- Build COI relationships;
- Expand local brand visibility.
Basic Qualifications:
- Bachelor's degree required.
- 10+ years of experience in wealth management or advisory.
- Proven ability to originate and close business.
- Experience with CPA or professional services networks.
- Strong financial planning expertise.
- CRM experience.
Preferred Skills:
- CFP, CFA, CPA preferred.
- Existing Louisville network is strongly preferred.
- Experience scaling a market.
- Strong HNW client experience.
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:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
About Choreo
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Chicago, IL, US