Associate Advisor, Wealth Management (Cedar Rapids)
Choreo
About this role
An Associate Advisor at Choreo assists clients, wealth advisors, and team members in wealth management, focusing on client relationships, financial planning, and compliance. The role involves supporting investment analysis, financial planning software, and CRM systems.
Skills
Qualifications
About Choreo
choreoadvisors.comChoreo Advisors is a wealth management firm that provides integrated, planning-first advisory services for business owners, executives, families, foundations, and working professionals. They pair clients with coordinated advisor teams that deliver personalized financial planning and ongoing guidance across investments, tax, estate and risk considerations. The firm emphasizes collaborative relationships rooted in clients’ personal goals, aiming to translate wealth into long-term fulfillment.
Recent company news
Wealth Solutions ReportPrivate Equity-Backed Firm Of The Year: Choreo, Facet And Hightower
Oct 22, 2025
citybizChoreo Acquires Assets of Insight Wealth Strategies
2 weeks ago
MarketBeatChoreo LLC Has $6.09 Million Stock Holdings in Southern Company (The) $SO
2 weeks ago
Wealth ManagementChoreo Makes First Acquisition Under CEO Jason Van de Loo
1 month ago
Missouri Lawyers Media8th Circuit reverses preliminary injunction for investment advisory firm
1 month ago
About Choreo
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Choreo.
Salary
$60k – $80k
per year