Director, Wealth Advisor

Choreo

Director of Wealth Advisor at Choreo responsible for client acquisition and market growth in Austin. Combining planning expertise with business development to build trusted client relationships.

Posted 5/21/2026full-timeRemote • Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Build and maintain a consistent pipeline of high-value client opportunities;
Source opportunities through CPA partners, networks, and referrals;
Drive opportunities from introduction to close;
Maintain CRM discipline;
Develop relationships with CPA partner firms;
Translate relationships into referrals;
Establish consistent engagement cadence;
Lead high-conviction conversations;
Diagnose complex needs;
Deliver wealth strategies;
Close and onboard new clients;
Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations;
Establish presence in Austin;
Build COI relationships;
Expand local brand visibility.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningwealth strategiesinvestment capabilitiestax capabilitiesestate capabilitiesbusiness originationclient onboardingCRM discipline

Soft Skills

relationship buildingcommunicationleadershipdiagnosing complex needsengagement cadence

Certifications

Bachelor’s degree