Choreo
Associate Director, Wealth Management
Madison, WI · Director
Sponsorship not specifiedDetected 28 days ago
CRMLeadershipCommunicationOrganizational Skills
About the role
- Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.
- In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Responsibilities
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Develop competency in our CRM, manage workflows and related documentation requirements.
- Financial support for approved designations and courses
Requirements
- Undergraduate Degree, preferably in a business-related field
- Minimum 7 years in the Wealth Management/Financial Services industry
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
- Ability to work efficiently, effectively, and independently to see projects through to conclusion
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes
Nice to have
- CFP highly preferred
- Active series 65 license
Compensation
- Competitive salary and bonus plan
Benefits
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- Unlimited, discretionary time off
- Paid parental leave
- At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives.
- We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security.
- We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Company info
- Here is what we offer:
- With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
Equal opportunity
- equal opportunity employer.
This listing is sourced directly from Choreo's careers page and normalized into a canonical job model.