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© All Rights Reserved. ApplyBlast.com
Choreo
The Director, Wealth Advisor drives client acquisition and market growth in the Boston region by leveraging CPA partner channels to build a proactive pipeline of high-net-worth opportunities. This role combines deep financial planning expertise with disciplined business development to convert prospects into long-term relationships while establishing Choreo as a trusted advisor. The position requires strong ownership, market presence, and the ability to deliver cohesive wealth strategies across planning, investment, tax, and estate capabilities.
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Choreo.
Choreo didn’t post a salary, so this is our estimate from similar listings.
64% above the average for this role
Choreo Makes First Acquisition Under CEO Jason Van de Loo
1 month ago
