Associate Advisor, Wealth Management jobs in United States
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Choreo · 4 hours ago

Associate Advisor, Wealth Management

positionCharlotte, NC
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals. They are seeking an Associate Advisor to assist clients and wealth advisors in managing relationships and developing financial plans.

Advice

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

Qualification

Wealth Management experienceEMoney financial planning softwareCRM systems proficiencySchwab Institutional experienceBlack Diamond softwareIncome tax knowledgeInvestment Adviser RepresentativeVerbal communicationWritten communicationOrganizational skillsProject management

Required

Undergraduate Degree, preferably in a business-related field
Minimum of 3 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

Benefits

Competitive salary and bonus plan
Competitive medical, dental, and vision plans
Basic life and disability coverage
401(k) matching program
Financial support for approved designations and courses
Technical, leadership, sales training opportunities
Unlimited, discretionary time off
Paid parental leave

Company

Choreo

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Choreo is a investment advisory firm.
location
Chicago, Illinois, USA
people-size201-500 employees
web-link
https://choreoadvisors.com

Funding

Current Stage
Growth Stage

Leadership Team

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Joy Parduhn
Managing Director, Advisory Operations
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Michael Rittershaus
Chief Service Officer
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Recent News

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Choreo President Roger Ochs Leaves the $27B RIA
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Company data provided by crunchbase