Senior Wealth Advisor, Wealth Management

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.

Our Madison, WI office is seeking an Associate Director, Wealth Management 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. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.

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

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

​​ Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.