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
• DIAZONIC complex needs
• DELIVER wealth strategies
• CLOSE and 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 Louisville 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

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.

Qualifications

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

Skills

Skills not specified

Benefits

Benefits not specified

Pay

Not specified

Schedule

Not specified