Choreo
Director, Wealth Advisor
Boston, MA · Director
Sponsorship not specifiedDetected 18 hours ago
CRMCadenceLeadershipCFA
About the role
- This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes.
Responsibilities
- Build and maintain a consistent pipeline of high-value client opportunities;
- Source opportunities through CPA partners, networks, and referrals;
- Drive opportunities from introduction to close;
- Maintain CRM discipline.
- CPA Partner Activation:
- Develop relationships with CPA partner firms;
- Position Choreo as a strategic partner.
- Lead high-conviction conversations;
- Deliver wealth strategies;
- Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.
Requirements
- Bachelor's degree required.
- 10+ years of experience in wealth management or advisory.
- Proven ability to originate and close business.
- Experience with CPA or professional services networks.
- Strong financial planning expertise.
Nice to have
- Preferred Skills:
Skills
- CFP, CFA, CPA preferred.
- Existing Boston network is strongly preferred.
- Experience scaling a market.
- Strong HNW client experience.
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Company info
- With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
This listing is sourced directly from Choreo's careers page and normalized into a canonical job model.