Head of Advisor Sales
Choreo(14 hours ago)
About this role
The Head of Advisor Sales is a senior leadership position at Choreo, responsible for driving growth, sales execution, advisor recruitment, and coaching across a national network of financial advisors. The role involves strategic planning, team development, partnership within the organization, and enhancing the client and advisor experience.
Required Skills
- Sales Strategy
- Advisor Development
- Growth Execution
- Coaching
- Leadership
- Pipeline Management
- Performance Tracking
- Financial Planning
- Recruitment
- Change Management
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.
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