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:

• Acting as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system.
• Assisting with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses.
• Processing user access update requests in the firm’s CRM.
• Processing user access requests and troubleshooting inquiries for the Firm’s document repository system.
• Assisting with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems.
• Work as a part of a team to continue the enhancement of our technology stack to be client and user friendly.
• Assist in projects related to onboarding new advisors/firms onto the Choreo platform as required.
• Support other systems/process as needed on the Platform Management team.

Qualifications:

• Bachelor’s Degree in Finance, Accounting or other related concentration
• 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role
• An independent self-starter mentality and natural curiosity for learning about new technology and industry tools.
• Above average proficiency in Microsoft Office Products
• Knowledge or familiarity with CRM software, cloud-based storage, and portfolio accounting systems is a plus
• High attention to detail and accuracy while meeting deadlines
• Strong analytical skills
• Strong Communication skills

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:

• Serve on the client service team to assist in managing client relationships.
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop competency with our eMoney financial planning software to assist in developing financial plans.
• Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
• Develop competency in our CRM, manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements.

Basic Qualifications:

• Undergraduate Degree, preferably in a business-related field
• Minimum of 1-2 years in the Wealth Management/Financial Services industry
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
• Excellent verbal and written communication skills for working with prospects, clients, and team members
• Ability to work efficiently, effectively, and independently to see projects through to conclusion
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Basic knowledge of income taxes and effects of portfolio transactions on income taxes
• Ability to register as an Investment Adviser Representative–active series 65 registration–or willing to obtain within 90 days of employment

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 

• Partner with the VP Advisor Growth Marketing to develop and execute end-to-end marketing strategies that expand brand awareness, grow prospecting opportunities, and increase client engagement across multiple distribution channels.
• Write and manage RFP responses and finalist presentations, partnering with advisors and leadership to position Choreo competitively and consistently.
• Develop advisor-facing and advisor-led B2C and B2B2C marketing content, including email and digital campaigns, social media posts, flyers and brochures, thought leadership articles, CPE course content, pitch decks, and other presentations.
• Create and execute advisor Net Promoter Score (NPS) initiatives, using insights to improve advisor experience and engagement.
• Develop share-of-wallet programs to help advisors deepen existing client relationships and accelerate organic growth.
• Support individual advisors, teams, and offices with customized marketing needs, acting as a strategic marketing consultant and field marketing coach.
• Drive adoption, optimization, and consistent usage of marketing collateral and platforms, ensuring brand alignment, compliance, and performance measurement to uncover additional business opportunities.
• Develop and deploy editorial calendars supporting national and regional email and marketing campaigns, spanning: industry trends and insights, proprietary research and reports, client and advisor storytelling, and solutions-focused content for clients, prospects, and COIs.
• Plan and execute events, including seminars, networking events, speaking engagements, and educational programs that support advisor growth and COI cultivation.
• Collaborate closely with marketing teammates across brand, digital, content, web, and social to maximize reach, engagement, and lead generation.
• Track, analyze, and report on real-time marketing performance metrics; extract actionable insights to inform strategic decisions.
• Maintain a strong understanding of Choreo’s business objectives, ensuring marketing efforts support both organic and inorganic growth goals. 

Qualifications 

• Bachelor's degree in marketing, communications, or a related field
• 7 to 10+ years of related marketing experience in financial services
• 7+ years of demonstrated success in B2B and B2B2C growth marketing success
• Deep experience partnering with financial advisors and professional COIs (CPAs, tax professionals, estate attorneys)
• Strong critical thinking skills and excellent research capabilities; self-motivated with the ability to work independently and take ownership of special projects.  
• Experience working with and writing for HNW and UHNW clients and COI partners (family office experience a plus)
• Proficiency in Microsoft Office (PowerPoint, Excel, Word), SharePoint, OneDrive
• Experience with CRM systems (Salentica preferred), Power BI, and multi-channel marketing and email platforms
• Proven ability to build consensus across stakeholders and drive measurable growth outcomes
• Experience working cross-functionally with technical, creative, and business teams
• Ability to manage agency and vendor relationships
• Operates with urgency, ownership, and strong problem-solving skills
• Familiarity with federal regulations governing financial services, marketing and advertising
• Strong storytelling, writing, and presentation skills
• Comfort operating in both strategic and hands-on executional roles
• Data-driven mindset with the ability to translate insights into action 

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

• Provide high-level administrative support to designated members of the Executive Leadership Team.
• Manage complex calendars, including scheduling internal and external meetings, prioritizing requests, and resolving conflicts.
• Coordinate travel arrangements, including flights, hotels, transportation, and detailed itineraries.
• Prepare and process expense reports in a timely and accurate manner.
• Support meeting preparation by gathering materials, creating agendas, preparing presentations, and organizing follow-up items.
• Monitor and help manage executive inboxes as needed, including drafting responses, flagging priorities, and tracking action items.
• Serve as a trusted liaison between executives and internal or external stakeholders.
• Handle sensitive and confidential information with professionalism and discretion.
• Exercise strong judgment in managing executive priorities, proactively anticipating needs and resolving issues before escalating.
• Act as a gatekeeper of time for the CEO, helping to evaluate, prioritize, and sequence requests in alignment with business priorities.
• Partner closely with the CEO to ensure meetings, materials, and follow‑ups are aligned to strategic objectives.

Administrative and Operational Coordination

• Help coordinate on-site meetings, leadership sessions, and other in-person events
• Maintain organized files, records, and documentation for executive and project-related work.
• Assist with vendor coordination, document preparation, and other administrative processes as needed.
• Identify opportunities to improve administrative workflows and create efficiencies for leaders and teams

Basic Qualifications:

• 10+ years of experience in an executive assistant, senior administrative, or similar support role, preferably supporting senior executives.
• Experience supporting multiple leaders in a fast-paced, professional services or corporate environment preferred.
• Strong calendar management and travel coordination experience.
• Demonstrated ability to manage competing priorities and adapt quickly to changing needs.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• High degree of professionalism, judgment, and discretion.
• Proficiency in Microsoft Office Suite, including Outlook, PowerPoint, Word, and Excel.
• Ability to work independently while collaborating effectively across teams and functions.

Preferred Skills:

• Prior experience supporting C-suite or executive leadership team members.
• Experience with project coordination or supporting strategic initiatives.
• Demonstrated ability to operate with authority, discretion, and independent judgment in support of senior executives.
• Experience in financial services, wealth management, or another highly relationship-driven professional services environment.
• Familiarity with meeting and expense management tools and collaboration platforms such as Microsoft Teams.

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

• Communicate with clients via telephone, email, and in-person in a professional manner to ensure requests are met in a timely and professional manner
• Schedule client review meetings between clients and advisors
• Monitor cash deposits, withdrawals, and balances in client accounts
• Process client requests (RMD’s, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.)
• Consistently follow procedures to be compliant
• Gain understanding of custodian processes, particularly Charles Schwab and Fidelity
• Work effectively as part of a team

Secondary Responsibilities

• Assist with multiple client and practice related projects at one time
• Obtain and organize confidential client records
• Maintain database in CRM with client information
• Prepare & facilitate reports for client review meetings and quarterly client reports
• Initiate and monitor Operations tasks relating to client accounts and transactions
• Collaborate with Wealth Advisors, Associate Advisors, Operations, portfolio managers, and platform support to ensure client needs and objectives are accurately met
• Onboard and train new clients to facilitate a positive client experience in using technology and obtaining and sharing records, reports, and communications

Basic Qualifications

• Strong communication skills for working with clients and team members
• 2-year degree in a financial planning related field (business, tax, finance, or accounting) or equivalent work experience
• Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry
• Strong attention to detail, accuracy, and problem-solving
• Acceptable compliance record in prior position(s)
• Ability to work efficiently, effectively, and independently in order to see projects through to completion
• High proficiency in Microsoft Office suite including Outlook, Excel, and PowerPoint

Preferred Qualifications

• Experience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools
• Basic knowledge of investments
• Advanced experience with Microsoft Office
• Excellent verbal and written communication skills
• Demonstrated client service skills
• Strong mathematical and analytical skills
• Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments
• Self-motivated, strong work ethic and possess a sense of urgency
• Strong ethical and professional standards and proven capacity to handle sensitive and confidential material in a responsible manner
• Flexibility, adaptability, and strong team orientation

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: 

• Part of the operations team responsible for client relationship management of a multi-location practice
• Become familiar with custodian relationships, processes, and service teams
• Prepare related forms and assist the advisory team in transaction processing
• Process trades (buys/sells) and cost basis adjustments
• Prepare and process client on-boarding and maintenance paperwork
• Maintain database and workflows in our client relationship management system
• Assist with multiple client and practice-related projects at the same time
• Consistently follow procedures to be compliant with Firm requirements
• Assist with the development and implementation of various marketing efforts and projects  

Basic Qualifications: 

• Two-year degree preferred, but not required, in a financial planning related field (business, tax, finance, or accounting) or equivalent work experience
• Strong preference towards candidates with work experience of three or more years in a Wealth Management, Tax, or Financial Services related industry
• Strong interpersonal and written communication skills
• Ability to work efficiently, effectively, and independently in order to see projects through completion
• Critical thinker with very strong attention to detail
• Self-motivated, strong work ethic and possess a sense of urgency
• Flexibility, adaptability, and strong team orientation
• Highly organized individual, able to take direction and prioritize responsibilities
• Strong administrative skills, including advanced experience in Microsoft Excel
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Ability to thrive in a collaborative, fast-paced environment to meet client needs
• Strong ethical and professional standards with acceptable compliance record in prior position(s)
• Based in and with the ability to work in MST and PST time hours

Expected annual salary ranges from $68,000 to $75,000 plus incentive compensation. Salary is negotiable based on location, experience, and qualifications. 

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: 

• Serve on the client service team to assist in managing client relationships.
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop competency with our eMoney financial planning software to assist in developing financial plans.
• Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
• Develop competency in our CRM, manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

• Undergraduate Degree, preferably in a business-related field
• Minimum 7 years in the Wealth Management/Financial Services industry
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
• Excellent verbal and written communication skills for working with prospects, clients, and team members
• Ability to work efficiently, effectively, and independently to see projects through to conclusion
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Basic knowledge of income taxes and effects of portfolio transactions on income taxes
• Active series 65 license; CFP highly preferred 

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:  

• Assist the CIO in developing and implementing the organization’s investment vision, strategy, and policies.
• Oversee and monitor the performance of investment portfolios and solutions, ensuring alignment with the organization’s objectives. Participate in asset allocation decisions, rebalancing, and risk management processes.
• Enhance research efforts to identify new investment opportunities, monitor market trends, and evaluate macroeconomic factors, and provide actionable insights for investment decision-making.
• Mentor and supervise investment staff, fostering a culture of collaboration, professional growth, and high performance. Delegate responsibilities and coordinate cross-functional teams as needed.
• Communicate effectively with internal and external stakeholders, including senior management, board members, clients, and partners.
• Ensure adherence to regulatory requirements, company policies, and high ethical standards. Identify and mitigate potential risks in investment strategies and operations.
• Support the CIO in overseeing day-to-day investment operations.
• Drive initiatives to improve investment processes, systems, and tools. Encourage adoption of new technologies and methodologies to enhance efficiency and performance. 

Basic Qualifications: 

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field required
• Master’s degree or professional certifications (e.g., CFA, CAIA) preferred
• Minimum of 10 years of progressive investment management experience, including leadership roles within institutional or asset management organizations
• Strong analytical, strategic thinking, and decision-making skills
• Excellent communication, interpersonal, and leadership abilities
• Deep understanding of investment markets, asset classes, and risk management techniques
• Strong writing capabilities as well as presentation skills are essential
• Familiarity with investment analytics platforms, financial modeling, and portfolio management software
• Willingness to travel 10-25% of working time for internal and client meetings as well as events

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  

• Translate firm strategy into clear, compelling institutional value propositions.  

• Own CPA partner, COI, and M&A positioning frameworks.  

• Develop and maintain institutional pitch decks, CPA onboarding and rollout materials (B2B and B2B2C), and standardized, customizable M&A presentation assets  

Campaign & Performance Marketing Execution  

• Own end-to-end institutional campaigns, including CPA and COI drip programs, and targeted M&A outreach campaigns  

• Responsibilities include audience segmentation and list strategy, campaign build, deployment, and optimization, and performance tracking and insight generation  

• Continuously improve conversion, engagement, and relevance 

Content & Asset Ownership  

• Own institutional marketing content, including CPA case studies, thought leadership for professional audiences, and partner portal content and updates  

• Ensure content is compliant, current, and effective.  

Tools, Platforms & Vendors (Institutional Scope)  

• Serve as primary owner or power user for institutional marketing tools and platforms.  

• Coordinate vendors and contractors supporting institutional campaigns.  
• Ensure operational excellence across institutional marketing workflows.  

Basic Qualifications: 

• 7–10+ years of experience in B2B or institutional marketing.  

• Demonstrated success owning both strategy and performance marketing.  

• Strong presentation, storytelling, and campaign execution skills.  

• Comfortable operating with autonomy and accountability.  

• Experience in financial services, professional services, or complex B2B environments preferred.  

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:

• Serve on the client service team to assist in managing client relationships. 
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop competency with our eMoney financial planning software to assist in developing financial plans.
• Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
• Develop competency in our CRM, manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

• Undergraduate Degree, preferably in a business-related field
• Minimum of 5 years in the Wealth Management/Financial Services industry
• Active series 65 license required and CFP license preferred
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
• Excellent verbal and written communication skills for working with prospects, clients, and team members
• Ability to work efficiently, effectively, and independently to see projects through to conclusion
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Basic knowledge of income taxes and effects of portfolio transactions on income taxes

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:

• Serve on the client service team to assist in managing client relationships. 
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop competency with our eMoney financial planning software to assist in developing financial plans.
• Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
• Develop competency in our CRM, manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

• Undergraduate Degree, preferably in a business-related field
• Minimum of 5 years in the Wealth Management/Financial Services industry
• Active series 65 license
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
• Excellent verbal and written communication skills for working with prospects, clients, and team members
• Ability to work efficiently, effectively, and independently to see projects through to conclusion
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Basic knowledge of income taxes and effects of portfolio transactions on income taxes

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: 

• Serve on the client service team to assist in managing client relationships.
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop competency with our eMoney financial planning software to assist in developing financial plans.
• Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
• Develop competency in our CRM, manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

• Undergraduate Degree, preferably in a business-related field
• Minimum of 5 years in the Wealth Management/Financial Services industry
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
• Excellent verbal and written communication skills for working with prospects, clients, and team members
• Ability to work efficiently, effectively, and independently to see projects through to conclusion
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Basic knowledge of income taxes and effects of portfolio transactions on income taxes
• Ability to register as an Investment Adviser Representative–active series 65 registration–or willing to obtain within 90 days of employment 

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: 

• Serve on the client service team to assist in managing client relationships.
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop competency with our eMoney financial planning software to assist in developing financial plans.
• Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
• Develop competency in our CRM, manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

• Undergraduate Degree, preferably in a business-related field
• Minimum of 2 years in the Wealth Management/Financial Services industry
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
• Excellent verbal and written communication skills for working with prospects, clients, and team members
• Ability to work efficiently, effectively, and independently to see projects through to conclusion
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Basic knowledge of income taxes and effects of portfolio transactions on income taxes
• Ability to register as an Investment Adviser Representative–active series 65 registration–or willing to obtain within 90 days of employment 

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:

• Serve on the client service team to assist in managing client relationships.
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop competency with our eMoney financial planning software to assist in developing financial plans.
• Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
• Develop competency in our CRM, manage workflows and related documentation requirements.
• Facilitate best practices and assist in monitoring and satisfying compliance requirements.

Basic Qualifications:

• Undergraduate Degree, preferably in a business-related field
• 2 years of experience preferred in the Wealth Management/Financial Services industry
• Experience with Schwab or Fidelity Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
• Excellent verbal and written communication skills for working with prospects, clients, and team members
• Ability to work efficiently, effectively, and independently to see projects through to conclusion
• Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
• Basic knowledge of income taxes and effects of portfolio transactions on income taxes
• Ability to register as an Investment Adviser Representative–active series 65 registration–or willing to obtain within 120 days of employment

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:  

• Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors.
• Review advisor-drafted financial plans and modeling with advisors and offer insights.
• Assist advisors in leveraging planning tools across a variety of cases including co-preparation of financial plans and simulations.
• Respond to advisor planning questions and conduct research on nuanced financial/tax issues.
• Contribute to expanding the complex wealth planning resources across the firm, including the development of the advanced planning team.
• Help codify and disseminate best practices in financial and income tax planning across the firm.
• Help test and evaluate planning software for broader adoption.
• Develop and deliver internal training on relevant topics.
• Participate in thought leadership and marketing content development.
• Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation. 

Basic Qualifications: 

• 10+ years’ experience working in financial planning with wealth management teams 
• CFP® or CPWA designation highly preferred
• Experience collaborating with financial advisors and advisory teams
• Proficiency with eMoney; experience with Holistiplan is a plus
• Experienced leadership skills with the ability to provide effective coaching
• Proactive problem-solving skills with an entrepreneurial mindset
• Ability to deliver information and present to clients and larger internal groups
• In-depth knowledge of comprehensive financial planning and wealth management disciplines
• Highly effective communication skills and emotional intelligence
• Ability to travel throughout the continental U.S., expected between 10-20% as needed

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:  

• Lead the development and implementation of comprehensive estate planning strategies and capabilities across Choreo’s key value-added client segments
• Evangelize estate planning services and capabilities across Choreo’s financial advisory offices and educate advisors on opportunities to use estate planning to serve clients and grow advisory practices.
• Partner with financial advisors to bring estate planning services to clients and prospects by participating in meetings and pre-meetings including reviewing and summarizing existing estate plans illustrating additional planning opportunities for growth.
• Educate and advise clients on trust structures, wealth transfer, related tax planning, and charitable giving strategies.
• Serve as internal subject matter expert on estate planning for advisors and other internal stakeholders.
• Interface regularly with financial advisors to capture client service and growth opportunities including answering questions, issue spotting, and providing helpful resources to solve for estate planning issues. 
• Produce internal and external content across multiple platforms to share the power of planning.
• Maintain a COI network, attend seminars, and create thought leadership content.
• Research specific topics, legislation, or other planning matters to stay current on the latest trends and developments in estate and tax law.
• Oversee development of the firm’s estate plan documentation capability including partnering with outside firms or using software systems for drafting and execution of wills, trusts, powers of attorney, and related documents.
• Collaborate with internal and external legal, tax, and financial advisors. 

Basic Qualifications: 

• Juris Doctorate required from an accredited law school; LLM in taxation preferred.
• Minimum of 7-10 years practicing Trust & Estate law at a top-tier firm with a focus on transfer tax planning preferred
• Deep understanding of complex investment, tax, generational trust, and estate planning
• Demonstrated ability to effectively and efficiently communicate directly with clients on complex matters across a variety of mediums
• Demonstrated leadership and team management experience.
• Excellent communication and client relationship skills.
• Strong analytical, organizational, and problem-solving abilities.