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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.
In our fast-paced environment, this key role will work closely with Advisor teams, the Operations team, the Technology Platform team, and our Business Intelligence team.
Primary Responsibilities:
Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
Our Peoria, IL office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
The Assistant Vice President, Advisor Growth Marketing is responsible for developing and executing scalable, multi-channel marketing strategies that accelerate advisor growth, increase share of wallet, deepen client engagement, and strengthen Choreo’s position as the preferred wealth partner. This advisor-facing role blends strategy and execution, supporting advisors, teams, and offices with high-impact marketing programs across B2B, B2C, and B2B2C channels. The AVP, Advisor Growth Marketing serves as a strategic growth partner to advisors and regional leadership, directly influencing organic growth, advisor engagement, and Center of Influence (COI) expansion.
Primary Responsibilities
Qualifications
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
Choreo is seeking a highly organized, proactive, and polished Executive Assistant based in Charlotte to provide administrative support to members of the Executive Leadership Team (ELT), specifically our CEO. Ideal for someone who thrives in a fast-paced, high-touch environment, anticipates needs before they arise, and can balance day-to-day executive support with project coordination responsibilities, this role is designed to evolve over time. As the Executive Assistant builds context, trust, and familiarity with the business, responsibilities will increasingly center on more dedicated focus and support for the CEO.
The Executive Assistant will play a critical role in helping executives operate efficiently, stay organized, and remain focused on strategic priorities. The right candidate will bring strong judgment, exceptional attention to detail, discretion in handling confidential information, and the ability to interact professionally with senior leaders, advisors, clients, and external partners.
Primary Responsibilities:
Executive Support
Administrative and Operational Coordination
Basic Qualifications:
Preferred Skills:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
This position will join the Wyomissing, PA office at Choreo and will assist advisors and other team members in an administrative capacity to serve a client base consisting of high-net-worth families and business owners.
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience. The Client Service Associate serves as an important liaison between advisors and operations and is the backbone of successful client management.
Primary Responsibilities
Secondary Responsibilities
Basic Qualifications
Preferred Qualifications
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
As a key member of our operations team, the Associate of Advisory Operations will work with the Operations team, wealth advisors, and other advisory team associates across multiple offices to serve a client base consisting of High-Net-Worth families and business owners.
Responsibilities:
Basic Qualifications:
Expected annual salary ranges from $68,000 to $75,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
The Deputy Chief Investment Officer (Deputy CIO) plays a critical leadership role within the investment team of an organization, supporting the Chief Investment Officer in managing and overseeing the company’s investment strategies, portfolios, and operations. The Deputy CIO will ensure the effective execution of investment policies, fosters innovation, and provides strategic direction to achieve Choreo’s financial objectives, including internal and external messaging to advisors and clients. The Deputy CIO will report to the Chief Investment Officer and may act as their delegate in their absence. This role collaborates closely with the investment team and senior management.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
The Director of Institutional Marketing leads Choreo’s B2B growth strategy and execution across CPAs, professional COIs, and M&A prospects. This role is accountable for turning institutional strategy into compelling narratives, scalable campaigns, and measurable performance. Reporting to the Vice President of Institutional and Corporate Marketing, the Director of B2B Marketing does not simply design plans — they will run them, optimize them, and ensure institutional marketing consistently supports firm growth.
Primary Responsibilities:
Institutional Strategy & Positioning
Campaign & Performance Marketing Execution
Content & Asset Ownership
Tools, Platforms & Vendors (Institutional Scope)
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
Our Charlotte, NC office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
Our Cedar Rapids, IA office is seeking a Senior Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
Our Tysons Corner, VA office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
Our Cedar Rapids, IA office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
Our Mishawaka, IN office is seeking an Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this IN-office role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
The Senior Financial Planner (SFP) will serve as a national resource for holistic wealth planning across Choreo’s advisor teams. In this role, the SFP offers support by partnering directly with client-facing advisors to assist with their complex client planning engagements and ongoing relationship needs. The SFP will advise on comprehensive and scenario-based financial plans that address a wide range of wealth planning disciplines, providing planning expertise for client-specific situations, enabling them to offer high-quality advice to their clients. The Senior Financial Planner will also contribute to the development of a center of excellence focused on tax-centric planning resources, ensuring Choreo advisors nationwide have access to leading tools and guidance.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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.
The Senior Wealth Strategist will join Choreo’s Advanced Planning team and provide strategic leadership and oversight for all estate planning services within the organization. This role will partner with advisors to plan complex estate, trust, gift, charitable planning, and wealth transfer strategies, ensuring compliance with all relevant laws and regulations. Reporting to the Head of Advanced Planning, the Senior Wealth Strategist will continue to build their branch of the Advanced Planning center of excellence and provide content for events and training opportunities both internally and for external partners and clients.
Primary Responsibilities:
Basic Qualifications:
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Ready to apply?
Apply to Choreo
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