Wealth Advisor
3 weeks ago
At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve our clients beyond what is expected and help them achieve their future.
We are currently seeking an experienced Wealth Advisor to work with high-net-worth clients of our firm. In this role, advisors will build internal support from existing colleagues, develop new business with internal and external clients, coordinate client engagement teams serving existing clients, and manage current client relationships effectively over a long period.
Primary Responsibilities:
- Manages the largest, most sophisticated clients
- Lead practice development activities: meeting and networking with potential clients to identify new opportunities and grow practice
- Coordinate and implement comprehensive financial plans that include estate, retirement, tax, and insurance considerations and discuss options with clients
- Review and analyze financial performance results and prepare reports of a highly complex nature
- Maintain contact with the client to revise the existing financial plan based on modified needs of the client or changes in the investment landscape
- Undergraduate Degree and CFP® expected, CPA, CFA, or JD preferred
- Excellent communication skills for working with prospects, clients, and team members
- Business experience of 10 or more years in the wealth management or financial services related industry
- Ability to work efficiently, effectively, and independently to see projects through to conclusion.
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
- Strong knowledge of capital markets and portfolio management
- Excellent verbal and written communication skills
- Demonstrated client service skills
- Strong mathematical and analytical skills
- Strong attention to detail, accuracy, and problem-solving skills
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Self-motivated and possess a sense of urgency
- Strong ethical and professional standards
- Flexibility, adaptability, and strong team orientation
- Ability to support the presentation of material to clients and prospective clients as part of a team
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.
-
Wealth Management Advisor
1 day ago
Austin, United States Sunflower Bank, N.A. Full timeSunflower Bank, N. A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx. Sunflower Bank N. A. is seeking a seasoned Wealth Man Management, Wealth, Advisor, Financial Planning, Investment, Client Relations, Banking
-
Director - Wealth Advisor
2 weeks ago
Austin, United States Judson Group Full timeJudson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, providing sound financial planning advice and counsel and work closely with all...
-
Director - Wealth Advisor
4 weeks ago
Austin, United States Judson Group Full timeJudson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director – Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, providing sound financial planning advice and counsel and work closely with all...
-
Director - Wealth Advisor
5 days ago
Austin, United States Judson Group Full timeJudson Group has been retained by a respected wealth management firm with over $25B AUM in the search for Director – Wealth Advisor to manage existing and new HNW/UHNW client relationships. In this critically important role, the Wealth Advisor will manage client relationships, providing sound financial planning advice and counsel and work closely with all...
-
Senior Wealth Advisor
1 week ago
Austin, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family...
-
Senior Wealth Advisor
1 hour ago
Austin, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to help high net worth and ultra-high net worth clients manage complexities in family...
-
Wealth Management Advisor
2 days ago
Austin, United States Sunflower Bank NA Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full time position of Wealth Management Advisor to join our growing Wealth Management team in Austin, Tx.Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful...
-
Wealth Advisor
1 hour ago
Austin, United States Choreo Full timeAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve...
-
Wealth Advisor
1 month ago
Austin, United States Choreo Full timeJob DescriptionJob DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by...
-
Private Wealth Advisor
1 month ago
Austin, United States Bank of Texas Full timeSummary A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. You will provide value by being apprised of and anticipating the clients’ needs and delivering...
-
Senior Tax Associate
4 days ago
Austin, United States Mission Wealth Full timeSalary Range: $75,000.00 To 85,000.00 Annually Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their...
-
Financial Advisor
4 weeks ago
Austin, United States Atria Wealth Solutions Full timeJob DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Austin, TX area.Job SummaryThe Licensed Financial Advisor provides members, non-members, and UFCU employees with financial and retirement planning services. The Financial...
-
Advisor - Wealth Management
2 weeks ago
Austin, United States FORVIS Full timeDescription & Requirements We are seeking an Associate Financial Advisor in our Austin, TX or San Antonio, TX offices to assist a Lead Financial Advisor in servicing a substantial client base. This is a unique opportunity to be part of a successful advisory practice with excellent potential to expand the practice. The Associate Financial Advisor will help...
-
Wealth Management Associate
1 month ago
Austin, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Austin, TX is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Wealth Management Associate to join their team to provide proactive in-office support to...
-
Wealth Management Associate
1 month ago
Austin, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Austin, TX is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Wealth Management Associate to join their team to provide proactive in-office support to...
-
Wealth Management Associate
5 days ago
Austin, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Austin, TX is seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Wealth Management Associate to join their team to provide proactive in-office support to...
-
Advisor Development Program
3 days ago
Austin, Texas, United States Bank of America Full timeJob Description:Job Profile SummaryAt Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next...
-
Financial Specialist/Advisor
1 month ago
Austin, United States Archetype Permanent Solutions Full timeJob DescriptionJob DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take control of their financial futures, we provide comprehensive solutions and...
-
Financial Specialist/Advisor
1 month ago
Austin, United States Archetype Permanent Solutions Full timeJob DescriptionJob DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take control of their financial futures, we provide comprehensive solutions and...
-
Advisor Development Program
5 days ago
Austin, United States Bank of America Full timeJob Description:Job Profile SummaryAt Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next...