Head of Advanced Planning
Choreo(15 hours ago)
About this role
Choreo is building a centralized Advanced Planning team to support complex client relationships, focusing on sophisticated wealth management strategies. The company seeks a strategic leader to develop and scale planning capabilities, enhance advisor effectiveness, and support high net worth clients.
Required Skills
- Wealth Management
- Estate Planning
- Tax Planning
- Financial Modeling
- Client Relations
- Team Leadership
- Strategic Planning
- Tax Strategies
- Insurance
- Estate Law
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.
View more jobs at Choreo →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Choreo
Similar Jobs
Wealth Planning Strategist
Hancock Whitney(12 days ago)
Senior Wealth Strategist
AssetMark(1 month ago)
Senior Attorney (Senior Estate Planning Strategist) - Pacific Time Zone
Mercer Advisors(2 months ago)
Copy of Wealth Advisor, Ultra High Net Worth
Bessemer Venture Partners(20 days ago)
Wealth Planning Consultant, Specialist
Our Group(14 days ago)
Wealth Planning Consultant
BMO US(1 month ago)