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36 Choreo Financial Services Associate Jobs Hiring Near You

Choreo

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

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

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 ...

Choreo

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 ...

Choreo

Head of Investment Data & AI

Columbia, MD · 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

Head of Investment Data & AI

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

Head of Investment Data & AI

Columbia, MD · 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

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

Director, Wealth Advisor

Louisville, KY · On-site

$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

Austin, TX · On-site

$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

Executive Assistant

Charlotte, NC · On-site

Choreo is seeking a highly organized, proactive, and polished Executive Assistant based in ... Experience in financial services, wealth management, or another highly relationship-driven ...

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Infographic showing various Financial Services Associate job openings at Choreo in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 92% Physical, and 8% Remote job distribution.

Director, Wealth Advisor

Louisville, KY • On-site

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

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 25 days ago

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.

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