Choreo - Director, Wealth Advisor
Requirements
• 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. • CFP, CFA, CPA preferred. • Existing Austin network is strongly preferred. • Experience scaling a market. • Strong HNW client experience.
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: • Market Development: • Establish presence in Austin; • Build COI relationships; • Expand local brand visibility.
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
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