Wealth Management Associate
4 weeks ago
At Choreo, we strive to deliver exceptional financial planning services to our clients. Our team is passionate about empowering individuals and families to achieve their long-term goals.
Job SummaryWe are seeking a highly motivated and detail-oriented Associate Advisor to join our Wealth Management team. As an Associate Advisor, you will play a key role in assisting clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.
Key Responsibilities- Assist in managing client relationships and providing exceptional customer service.
- Participate in client and prospect meetings, as well as networking opportunities, to build strong relationships and identify new business opportunities.
- Develop competency with our eMoney financial planning software to assist in developing financial plans and providing personalized recommendations to clients.
- Prepare investment analysis and financial-related projects as needed, ensuring accuracy and attention to detail.
- Develop competency in our CRM, manage workflows, and related documentation requirements to ensure seamless communication and collaboration with the team.
- Facilitate best practices and assist in monitoring and satisfying compliance requirements to maintain the highest level of professionalism and integrity.
- Undergraduate degree, preferably in a business-related field.
- 3 to 5 years of experience 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.
- CFP preferred.
- 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.
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