Director, Wealth Advisor Austin, Texas

Choreo, LLC; Austin (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive salary and bonus plan

Medical, dental, and vision plans

401(k) matching program

Unlimited, discretionary time off

Job summary

Choreo, LLC in Austin is seeking a Director, Wealth Advisor dedicated to driving client acquisition and market growth through CPA partner channels. This high-visibility role requires deep planning expertise and strong business development skills to build lasting client relationships.

Ideal candidates will possess over 10 years of wealth management experience and have the ability to navigate complex client needs. The position offers a competitive salary, generous benefits, and opportunities for professional development.

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

Proactive pipeline building

CPA partnership

Education

10+ years in wealth management or advisory

CFP, CFA, CPA preferred

Tools

CRM experience

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 Austin 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 Austin;
• 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 Austin 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.