Wealth Advisor - Boston Growth & CPA Partnerships

Choreo; Boston (MA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Competitive salary and bonus plan

Medical, dental and vision plans

401(k) matching program

Life and disability coverage

Education and designation support

Technical, leadership, sales training

Unlimited discretionary time off

Paid parental leave

Job summary

Choreo seeks an Associate Director, Wealth Advisor in Boston to accelerate client acquisition through CPA partners, referrals, and local centers of influence, building a proactive pipeline and converting opportunities into lasting client relationships.

You will collaborate with senior leaders to deliver high-quality planning conversations across wealth, taxes, estate, and investment topics, and to transition prospects to onboarded clients in a growth-oriented firm.

Qualifications

• Bachelor's degree required.
• 3-7 years of experience in wealth management, financial planning, investment advisory, private banking, or related client-facing financial services role.
• Series 65 licensed.

Responsibilities

• Build and maintain a developing pipeline of qualified client opportunities with coaching from senior leadership.
• Source opportunities through CPA partners, referral networks, local relationships, and growth initiatives.
• Support opportunities from introduction through proposal, close, and onboarding.

Skills

Relationship building

CRM experience

Communication skills

Business development

Financial industry knowledge

Education

Bachelor's degree

Tools

CRM software

Job description

Choreo seeks an Associate Director, Wealth Advisor in Boston to accelerate client acquisition through CPA partners, referrals, and local centers of influence, building a proactive pipeline and converting opportunities into lasting client relationships.

You will collaborate with senior leaders to deliver high-quality planning conversations across wealth, taxes, estate, and investment topics, and to transition prospects to onboarded clients in a growth-oriented firm.