Associate Advisor, Wealth Management
Choreo(1 month ago)
About this role
The Associate Advisor at Choreo supports wealth advisors and serves high-net-worth families and business owners out of the Charlotte, NC office. The role provides broad exposure to the firm’s wealth management practice—operations, investment management, financial planning platforms, case development, client service, and business development. This position is intended to develop technical and client-facing skills while contributing to the firm’s client service and growth initiatives.
Required Skills
- Client Service
- Relationship Management
- Client Meetings
- Networking
- eMoney
- Financial Planning
- Investment Analysis
- Portfolio Analysis
- CRM
- Documentation
+4 more
Qualifications
- Undergraduate Degree
- 3 Years Experience in Wealth Management/Financial Services
- Series 65 (or obtain within 90 days)
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.
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