Associate Advisor, Wealth Management

Choreo

2 months ago

4.8 on Glassdoor

Charlotte, NC

Onsite

Full Time

Medior

1 applicant

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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.

Skills

Qualifications

Undergraduate Degree3 Years Experience in Wealth Management/Financial ServicesSeries 65 (or obtain within 90 days)

About Choreo

choreoadvisors.com

Choreo 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.