Associate Director, Wealth Advisor
The Associate Director, Wealth Advisor, is an emerging growth and advisory role focused on building client acquisition discipline in the Boston market through CPA partner channels, referrals, and local centers of influence. This person will partner with senior leaders and advisors to develop a proactive pipeline, convert qualified opportunities into client relationships, and deliver high-quality planning conversations. The role is designed for someone with 3-7 years of experience who has strong client instincts, commercial drive, and the potential to grow into a market leadership role over time.
Primary Responsibilities:
Client Acquisition & Pipeline Development:
Build and maintain a developing pipeline of qualified client opportunities, with coaching and support from senior leadership.
Source opportunities through CPA partners, referral networks, local relationships, and firm-led growth initiatives.
Support opportunities from introduction through proposal, close, and onboarding.
Maintain disciplined CRM activity, pipeline notes, follow-up cadence, and next-step ownership.
CPA Partner Activation:
Develop productive working relationships with CPA partner firms and their client-facing professionals.
Help translate CPA relationships into qualified referrals through consistent follow-up and clear value messaging.
Support partner education, meeting preparation, and referral opportunity tracking.
Represent Choreo as a responsive, credible, and collaborative partner.
Client Engagement & Conversion Support:
Lead or co-lead discovery conversations with prospective clients and families.
Identify planning needs, client priorities, and decision drivers across wealth, tax, estate, and investment topics.
Prepare for and participate in proposal conversations with appropriate senior advisor involvement.
Support a smooth transition from prospect to client onboarding.
Integrated Solution Delivery:
Coordinate with planning, investment, tax, and estate specialists to help shape cohesive client recommendations.
Translate technical resources into clear, client-ready insights and next steps.
Ensure follow-through across internal teams so client and referral partner expectations are met.
Market Development:
Build visibility in the Boston market through targeted networking, professional associations, and COI relationships.