Associate Advisor Wealth Management
Associate Advisor Wealth Management
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Job Description
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 forwardthinking 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 North Carolina 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 highnetworth 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 financialrelated 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 businessrelated 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 Representativeactive series 65 registrationor willing to obtain within 90 days of employment
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:
- 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
Choreo is an equal opportunity employer. We are committed to fostering cultivating and preserving a culture of diversity equity and inclusion.
Required Experience:
IC
Employment Type
Advisor
