Senior Wealth Advisory Associate — Client Strategy & Planning

Choreo; Madison (WI); On-site; USD 70,000 - 90,000; 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

Paid parental leave

Job summary

Choreo is seeking a Senior Associate Advisor in Madison, WI to support wealth advisors and clients, particularly high-net-worth families. This role encompasses managing client relationships, preparing investment analyses, and developing financial plans using eMoney and other tools.

The ideal candidate should have a business-related degree, at least 5 years of relevant experience, and strong organizational and communication skills. Benefits include a competitive salary, medical plans, and unlimited time off.

Qualifications

• Minimum 5 years in the Wealth Management/Financial Services industry.
• Active series 65 license; CFP highly preferred.
• Basic knowledge of income taxes as they relate to portfolio transactions.

Responsibilities

• Serve on the client service team managing client relationships.
• Involvement in client and prospect meetings.
• Prepare investment analysis and financial-related projects.

Skills

Client relationship management

Communication skills

Organizational skills

Financial analysis

Education

Undergraduate Degree in a business-related field

Tools

Schwab Institutional

eMoney Advisor

Black Diamond

CRM systems

Job description

Choreo is seeking a Senior Associate Advisor in Madison, WI to support wealth advisors and clients, particularly high-net-worth families. This role encompasses managing client relationships, preparing investment analyses, and developing financial plans using eMoney and other tools.

The ideal candidate should have a business-related degree, at least 5 years of relevant experience, and strong organizational and communication skills. Benefits include a competitive salary, medical plans, and unlimited time off.