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Associate Director, Wealth Advisor at Choreo - ApplyBlast

Associate Director, Wealth Advisor

Choreo

2 months ago

4.8 on Glassdoor

Austin, Texas, United States

Onsite

Full Time

Director

0 applicants

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About this role

The Associate Director, Wealth Advisor will build client acquisition discipline in the Austin market by developing pipelines through CPA partners, referrals, and local centers of influence. The role involves leading discovery conversations, coordinating with planning and investment specialists, and supporting the transition from prospect to client while contributing to market development and brand building.

Responsibilities

Build and maintain pipeline of qualified client opportunities
Develop and activate CPA partner relationships to generate referrals
Coordinate integrated wealth management solutions with planning, investment, tax, and estate specialists

Skills

Qualifications

Bachelor's degreeSeries 65

About Choreo

choreoadvisors.com

Headquarters

Chicago, Illinois, United States

Company Size

201-500 employees

View Profile

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.