Wealth Management Associate

4 weeks ago


Mishawaka, Indiana, United States Choreo Full time

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 Summary

We 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.
Requirements
  • 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.
Benefits
  • 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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