Director, Wealth Advisor

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.

Opening Summary:

The Director Wealth Advisoris responsible fordriving client acquisition and market growth in the Austin market through CPA partner channels combining deep planningexpertisewith disciplined business development. This role owns the full lifecycle of client developmentfrom building a proactive pipeline to converting opportunities into long-term client relationshipswhile establishingChoreoas a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible growth-oriented role that requires strong ownership market presence and the ability to translate relationships into measurable business outcomes.

Primary Responsibilities:

Client Acquisition & Pipeline Development:

• Build andmaintaina consistent pipeline of high-value client opportunities;
• Source opportunities through CPA partners networks and referrals;
• Drive opportunities from introduction to close;
• Maintain CRM discipline.

CPA Partner Activation:

• Develop relationships with CPA partner firms;
• Translate relationships into referrals;
• Establish consistent engagement cadence;
• Position Choreo as a strategic partner.

Client Leadership & Conversion:

• Lead high-conviction conversations;
• Diagnose complex needs;
• Deliver wealth strategies;
• Close and onboard new clients.

Integrated Solution Delivery:

• Leverage planning investment tax and estate capabilities to deliver cohesive recommendations.

Market Development:

• Establish presence in Austin;
• Build COI relationships;
• Expand local brand visibility.

Basic Qualifications:

• Bachelors 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.

Preferred Skills:

• CFP CFA CPA preferred.
• Existing Austin network is strongly preferred.
• Experience scaling a market.
• Strong HNW client experience.

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.