Senior Associate Advisor, Wealth Management

Primary Responsibilities

• Serve on the client service team to assist in managing client relationships.
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop competency with our eMoney financial planning software to assist in developing financial plans.
• Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
• Develop competency in our CRM, manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements.

Basic Qualifications

• Undergraduate Degree, preferably in a business-related field
• Minimum 7 years in the Wealth Management/Financial Services industry
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
• Excellent verbal and written communication skills for working with prospects, clients, and team members
• Ability to work efficiently, effectively, and independently to see projects through to conclusion
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Basic knowledge of income taxes and effects of portfolio transactions on income taxes
• Active series 65 license; CFP highly preferred

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 Associate Director, Wealth Management position at Choreo is designed to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. The role involves becoming familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.

Qualifications

Choreo seeks an individual with an undergraduate degree, preferably in a business-related field, with a minimum of 7 years of experience in the Wealth Management/Financial Services industry. Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems, is required. Excellent verbal and written communication skills, along with the ability to work independently and prioritize tasks, are essential. A basic knowledge of income taxes and portfolio transactions on income taxes is also required, and an active series 65 license with CFP certification is preferred.

Skills

While not all skills listed below are required, they are desirable for success in this role:

• Experience with eMoney financial planning software
• CRM system proficiency
• Knowledge of income taxes and portfolio transactions
• Series 65 license
• CFP certification

Benefits

Choreo offers a comprehensive benefits package that includes:

• A competitive salary and bonus plan
• Medical, dental, and vision insurance plans
• Life and disability coverage
• A 401(k) matching program
• Financial support for approved designations and courses
• Training opportunities in technical, leadership, and sales areas
• Unlimited, discretionary time off
• Paid parental leave

Pay

Details about pay are not specified in the job posting.

Schedule

Details about the schedule are not specified in the job posting.