Associate Advisor, Wealth Management

Choreo

2 months ago

4.8 on Glassdoor

Cedar Rapids, IA

Onsite

Full Time

Medior

0 applicants

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About this role

An Associate Advisor at Choreo supports wealth advisors and clients—particularly high-net-worth families and business owners—within the Cedar Rapids office. The role offers exposure to multiple aspects of the wealth management practice, including operations, investment management, financial planning tools, and business development, while developing toward advisory responsibilities.

Skills

Qualifications

Undergraduate Degree (preferred in Business)Series 65 (or willingness to 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.