Wealth Management Associate Advisor
2 weeks 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 established a robust presence across the nation, operating in more than 40 locations. Our commitment to leveraging technology and promoting equality enables us to exceed client expectations and assist them in realizing their financial aspirations.
Our office in Charlotte, North Carolina is looking for a Wealth Management Associate Advisor to support clients, wealth advisors, and team members in various capacities to cater to a clientele of high-net-worth individuals and business proprietors. In this position, you will gain insight into various facets of the wealth management sector, including operations, investment oversight, case development, client service strategies, 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.
- Become proficient with our eMoney financial planning software to aid in crafting financial strategies.
- Prepare investment portfolio analyses and undertake financial-related projects as required.
- Gain expertise in our CRM system, managing workflows and associated 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 independently and efficiently to complete projects.
- Excellent organizational skills with the capacity to prioritize multiple tasks and assignments.
- Basic understanding of income taxation and the impact of portfolio transactions on taxes.
- Ability to register as an Investment Adviser Representative with an active series 65 registration or willingness 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 strive to provide benefits that emphasize health, happiness, and financial security. Here’s what we provide:
- Competitive salary and bonus structure.
- Comprehensive medical, dental, and vision insurance.
- Basic life and disability insurance.
- 401(k) matching program.
- Financial assistance for approved certifications and courses.
- Opportunities for technical, leadership, and sales training.
- Unlimited discretionary time off.
- Paid parental leave.
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