Executive Vice President of Wealth Advisory Services

5 days ago


Charlotte, North Carolina, United States Choreo Full time
Job Title: Vice President of Advisory Services

Choreo is seeking a seasoned professional to lead our Wealth Advisory division and drive business growth. As Vice President of Advisory Services, you will partner with our Regional Leaders and Advisory teams to develop and maintain relationships with high-net-worth clients.

Key Responsibilities:
  • Enhance client experience and retention through best-in-class advice and service
  • Create and execute business development plans to achieve new business goals and company metrics
  • Work closely with Regional Leaders to create market-level business plans and extend through office and individual advisor plans
  • Partner with Marketing and Platform Management to leverage existing technology, tools, and resources
  • Identify additional resources needed to enhance client relationship strategy
Requirements:
  • Bachelor's degree in financial planning or a related field
  • 8 or more years of experience in a related role or industry
  • Series 65 required; CFP or similar designation preferred
  • Willingness to obtain additional licenses and/or designations as required
  • Experience as an investment advisor with subject matter expert-level knowledge related to advisor responsibilities and business needs
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 committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.



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