Director, Wealth Advisor
On-site · Boston, Massachusetts, United States or Louisville, Kentucky, United States
Job Summary
Director, Wealth Advisor for Choreo's wealth-management practice leads client acquisition and market growth in the Boston and Louisville markets, owning end-to-end client development from pipeline creation through close and onboarding. The role activates CPA partner relationships, develops referrals, and establishes an ongoing engagement cadence to position Choreo as a strategic partner in the local high-net-worth ecosystem. The successful candidate will lead high-conviction client conversations, diagnose complex needs, deliver integrated wealth strategies leveraging planning, investment, tax, and estate capabilities, and expand local brand visibility while building COI relationships and maintaining CRM discipline.
Required Qualifications
- Bachelor’s degree required
- 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
- CFP, CFA, CPA preferred
- Existing Boston network is strongly preferred
- Experience scaling a market
- Strong HNW client experience
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