Wealth Management Associate Advisor
1 week ago
At Choreo, we are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of experience, we have been addressing the financial planning needs of our clients across a growing network of locations. Driven by innovative technology and a commitment to equality, we strive to exceed client expectations and support them in realizing their financial aspirations.
Our office is currently seeking a Wealth Management Associate Advisor to support clients, wealth advisors, and team members in various capacities, focusing on a clientele that includes high-net-worth individuals and business proprietors. In this position, you will gain insights into various facets of the wealth management sector, such as operations, investment oversight, case development, client service methodologies, and business development.
Key Responsibilities:
- Participate in the client service team to help manage client relationships effectively.
- Engage in client and prospect meetings, as well as networking events.
- Acquire proficiency in our eMoney financial planning software to assist in crafting financial strategies.
- Prepare investment portfolio analyses and undertake financial-related projects as required.
- Gain familiarity with our CRM system, overseeing workflows and necessary documentation.
- Promote best practices and assist in ensuring compliance with regulatory requirements.
- Bachelor's Degree, ideally in a business-related discipline.
- 3 to 5 years of experience in the Wealth Management or Financial Services sector.
- Familiarity with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software, including CRM systems.
- Strong verbal and written communication skills for effective interaction with clients, prospects, and team members.
- Ability to work efficiently and independently to complete projects successfully.
- Excellent organizational skills with the capacity to prioritize multiple tasks and assignments.
- Basic understanding of income taxation and the implications of portfolio transactions on taxes.
- Willingness to register as an Investment Adviser Representative, with an active series 65 registration or the intention to obtain it within 90 days of employment.
- CFP designation preferred.
At Choreo, we offer a comprehensive rewards package designed to empower our employees in both their professional and personal lives. We aim to provide benefits that prioritize health, happiness, and financial stability. Here’s what we provide:
- Competitive salary and bonus structure.
- Comprehensive medical, dental, and vision coverage.
- Basic life and disability insurance.
- 401(k) matching program.
- Financial assistance for approved certifications and training.
- Opportunities for technical, leadership, and sales training.
- Unlimited discretionary time off.
- Paid parental leave.
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