Choreo Jobs

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Opening Summary:

Support local brand-building activity, partner events, and community engagement.

Identify emerging market opportunities and share feedback that can improve Choreo’s growth playbook.

Basic Qualifications:

Bachelor’s degree required.

3-7 years of experience in wealth management, financial planning, investment advisory, private banking, or a related client-facing financial services role.

Series 65 licensed

Demonstrated ability to build relationships, manage follow-up, and advance client or referral opportunities.

Working knowledge of financial planning concepts and high-net-worth client needs.

Strong communication skills, commercial judgment, and comfort engaging with referral partners and prospective clients.

CRM experience and strong follow-through discipline.

Preferred Skills:

Experience working with CPAs, attorneys, professional services firms, or other centers of influence preferred.

Existing TBD network or demonstrated ability to build one is preferred.

Experience supporting high-net-worth clients or business owners is a plus.

Entrepreneurial mindset, coachability, and desire to grow into broader advisor or market leadership responsibility.

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is 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. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.