Director, Wealth Advisor

Choreo; Louisville (KY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Competitive salary and bonus plan

Medical, dental, and vision plans

401(k) matching

Unlimited, discretionary time off

Paid parental leave

Job summary

Choreo, a wealth management firm in Louisville, is seeking a Director, Wealth Advisor to drive client acquisition and market growth. This role entails building a pipeline of high-value opportunities through CPA partners, delivering cohesive recommendations, and establishing Choreo as a trusted brand in the local ecosystem.

Candidates must have 10+ years in wealth management, a proven ability to close business, and strong financial planning expertise. The position includes a competitive salary, bonus plans, and extensive employee benefits including unlimited time off.

Qualifications

• 10+ years of experience in wealth management or advisory required.
• 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 and referrals.
• Drive opportunities from introduction to close.
• Develop relationships with CPA partner firms.
• Translate relationships into referrals and close new clients.
• Establish presence in Louisville and build COI relationships.

Skills

Wealth management expertise

Business development

Financial planning

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 Louisville 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 andmaintaina 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 Louisville 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.

As set forth in Choreo’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.