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39 Choreo Customer Service Jobs Hiring Near You

Choreo

Director, Wealth Advisor

Louisville, KY

$20.25 - $27/hr

Position Choreo as a strategic partner. Client Leadership & Conversion: * Lead high-conviction ... Experience with CPA or professional services networks. * Strong financial planning expertise. * CRM ...

Choreo

Director, Wealth Advisor

Boston, MA · On-site

$22.75 - $30.50/hr

Position Choreo as a strategic partner. Client Leadership & Conversion: * Lead high-conviction ... Experience with CPA or professional services networks. * Strong financial planning expertise. * CRM ...

Choreo

Head of Investment Data & AI

Charlotte, NC

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

Director, Wealth Advisor

Austin, TX

$20.75 - $27.75/hr

Position Choreo as a strategic partner. Client Leadership & Conversion: * Lead high-conviction ... Experience with CPA or professional services networks. * Strong financial planning expertise. * CRM ...

Choreo

Wealth Advisor

Louisville, KY · On-site

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... Maintain disciplined CRM activity, pipeline notes, follow-up cadence, and next-step ownership. CPA ...

Choreo

Head of Investment Data & AI

Columbia, MD

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

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

This position will join the Potomac, MD office at Choreo and will assist advisors and other team ... Maintain and update CRM systems to ensure accurate client data, interaction tracking, and pipeline ...

Choreo

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 ...

Choreo

Wealth Advisor

Austin, TX · On-site

Maintain disciplined CRM activity, pipeline notes, follow-up cadence, and next-step ownership. CPA ... Represent Choreo as a responsive, credible, and collaborative partner. Client Engagement ...

Choreo

Wealth Advisor

Boston, MA

Maintain disciplined CRM activity, pipeline notes, follow-up cadence, and next-step ownership. CPA ... Represent Choreo as a responsive, credible, and collaborative partner. Client Engagement ...

Choreo

Wealth Advisor

Louisville, KY · On-site

Maintain disciplined CRM activity, pipeline notes, follow-up cadence, and next-step ownership. CPA ... Represent Choreo as a responsive, credible, and collaborative partner. Client Engagement ...

Choreo

Executive Assistant

Charlotte, NC · On-site

Choreo is seeking a highly organized, proactive, and polished Executive Assistant based in ... Experience supporting multiple leaders in a fast-paced, professional services or corporate ...

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Choreo Jobs Information

What are the most popular job types at Choreo?

    What are the most popular jobs at Choreo?

    Infographic showing various Customer Service job openings at Choreo in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 93% Physical, and 7% Remote job distribution.

    Director, Wealth Advisor

    Louisville, KY

    Choreo
    Finance and Insurance • 51 - 200 employees
    Learn more about Choreoexternal

    $20.25 - $27/hr

    Full-time

    Re-posted 27 days ago

    Job description

    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. 

    Apply