Director, Wealth Advisor
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.
About the role
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Boston 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.
Responsibilities
- 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.
- Develop relationships with CPA partner firms.
- Translate relationships into referrals.
- Establish consistent engagement cadence with CPA partners.
- Position Choreo as a strategic partner to CPA firms.
- Lead high-conviction conversations with prospective clients.
- Diagnose complex financial needs.
- Deliver tailored wealth strategies.
- Close and onboard new clients.
- Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.
- Establish a strong presence in the Boston market.
- Build COI (Centers of Influence) relationships.
- Expand local brand visibility for Choreo.
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.
Preferred Skills
- CFP, CFA, or CPA designation preferred.
- Existing Boston network is strongly preferred.
- Experience scaling a market.
- Strong high-net-worth (HNW) client experience.
Benefits
- 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, and sales training opportunities.
- Unlimited, discretionary time off.
- Paid parental leave.