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Director, Wealth Advisor
choreo
Boston1d ago
- Seniority
- Lead
About the role
<div class="content-intro"><p>Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients <em>beyond</em> what is expected.</p></div><p><strong><span data-contrast="auto">Opening Summary:</span></strong><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":240}"> </span></p>
<p><span data-contrast="auto">The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Boston market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes.</span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<p><strong><span data-contrast="auto">Primary Responsibilities: </span></strong><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":240}"> </span></p>
<p><strong><span data-contrast="auto">Client Acquisition & Pipeline Development: </span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li><span data-contrast="auto">Build and maintain a consistent pipeline of high-value client opportunities; </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Source opportunities through CPA partners, networks, and referrals;</span></li>
<li data-leveltext="" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Drive opportunities from introduction to close;</li>
<li data-leveltext="" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Maintain CRM discipline.<span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">CPA Partner Activation: </span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="9" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Develop relationships with CPA partner firms;</span></li>
<li data-leveltext="" data-font="Symbol" data-listid="9" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Translate relationships into referrals;</li>
<li data-leveltext="" data-font="Symbol" data-listid="9" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Establish consistent engagement cadence;</li>
<li data-leveltext="" data-font="Symbol" data-listid="9" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Position Choreo as a strategic partner.<span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">Client Leadership & Conversion: </span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="14" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Lead high-conviction conversations;</span></li>
<li data-leveltext="" data-font="Symbol" data-listid="14" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Diagnose complex needs;</li>
<li data-leveltext="" data-font="Symbol" data-listid="14" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Deliver wealth strategies;</li>
<li data-leveltext="" data-font="Symbol" data-listid="14" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Close and onboard new clients.<span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">Integrated Solution Delivery: </span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.</span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">Market Development: </span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Establish presence in Louisville;</span></li>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Build COI relationships;</li>
<li data-leveltext="" data-font="Symbol" data-listid="18" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Expand local brand visibility.<span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">Basic Qualifications:</span></strong><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Bachelor’s degree required.</span></li>
<li data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">10+ years of experience in wealth management or advisory.</li>
<li data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Proven ability to originate and close business.</li>
<li data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Experience with CPA or professional services networks.</li>
<li data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Strong financial planning expertise.</li>
<li data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">CRM experience.<span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul>
<p><strong><span data-contrast="auto">Preferred Skills:</span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">CFP, CFA, CPA preferred.</span></li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Existing Boston network is strongly preferred.</li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Experience scaling a market.</li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Strong HNW client experience.<span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li>
</ul><div class="content-conclusion"><p><strong><span data-contrast="auto">Employee Benefits</span></strong><span data-ccp-props="{"335551550":2,"335551620":2}"> </span></p>
<p><span data-contrast="auto">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. Here is what we offer:</span><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Competitive salary and bonus plan</span><span data-ccp-props="{"335559740":276}"> </span></li>
<li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Competitive medical, dental, and vision plans</span><span data-ccp-props="{"335559740":276}"> </span></li>
<li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Basic life and disability coverage</span><span data-ccp-props="{"335559740":276}"> </span></li>
<li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">401(k) matching program</span><span data-ccp-props="{"335559740":276}"> </span></li>
<li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Financial support for approved designations and courses</span></li>
<li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1">Technical, leadership, sales training opportunities</li>
<li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1">Unlimited, discretionary time off</li>
<li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1">Paid parental leave<span data-ccp-props="{"335559740":276}"> </span></li>
</ul>
<p><em><span data-contrast="auto"></span></em><em><span data-contrast="none">Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.</span></em><span data-ccp-props="{}"> </span></p></div>
Perks & benefits
- 401k
- Vision Insurance
- Pension Matching
- Equity Compensation
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