Director, Wealth Advisor

Primary 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
• Position Choreo as a strategic partner
• Lead high-conviction conversations
• Diagnose complex needs
• Deliver wealth strategies
• Closely onboard new clients
• Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations
• 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 Boston network is strongly preferred
• Experience scaling a market
• Strong HNW client experience

Employee 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, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave

About the Role

Opening Summary: 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.