Director, Wealth Advisor

Choreo; Boston (MA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive salary and bonus plan

401(k) matching program

Unlimited, discretionary time off

Paid parental leave

Job summary

Choreo, a wealth management firm, seeks a Director, Wealth Advisor in Boston to drive client acquisition through CPA channels. This role involves building relationships, managing a client pipeline, and establishing Choreo as a trusted advisor in the high-net-worth ecosystem.

With over 10 years in wealth management and a strong network in Boston, the candidate will leverage financial planning expertise to deliver cohesive wealth strategies while enjoying competitive salary and benefits, including unlimited discretionary time off.

Qualifications

• 10+ years of experience in wealth management or advisory.
• Proven ability to originate and close business.
• Experience with CPA or professional services networks.

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.

Skills

Client acquisition

Market growth

Financial planning expertise

Relationship management

Business development

CRM experience

Education

CFP, CFA, CPA preferred

Job description

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 beyond what is expected.

Opening Summary

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.

Primary 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;

CPA Partner Activation

• Develop relationships with CPA partner firms;
• Translate relationships into referrals;
• Position Choreo as a strategic partner;
• Lead high‑conviction conversations;
• Diagnose complex needs;
• Deliver wealth strategies;
• Close and onboard new clients.

Integrated Solution Delivery

• Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.

Market Development

• Establish presence in Louisville;
• Build COI relationships;
• Expand local brand visibility.

Basic Qualifications

• 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.
• CRM experience.

Preferred Skills

• CFP, CFA, CPA preferred.
• Existing Boston network is strongly preferred.
• Experience scaling a market.

Employee Benefits

• Competitive salary and bonus plan
• Competitive medical, dental, and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.