Director, Wealth Advisor - CPA Partnerships & Growth

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, 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.