Choreo

About Choreo

Choreo pioneers integrated tax and wealth advisory services, translating wealth into fulfillment for over 6,000 families. We manage approximately $18.2 billion in regulatory assets across more than 40 locations nationwide. Our mission is to partner with entrepreneurs, CPAs, and high-net-worth individuals, offering comprehensive financial, tax, and estate planning. You will contribute to a firm that has grown significantly through strategic acquisitions, including Enso Wealth Management and Cherry Bekaert Wealth Management. We launched Choreo Tax Advantage in 2024, integrating automated tax planning directly into wealth management.

How We Work

You will join a team that values collaboration and strong relationships. We operate in a fast-paced environment where your contributions directly impact client success. Our remote-friendly structure supports team members across various time zones, fostering flexibility. Decisions are made with an emphasis on empowering our teams to serve clients beyond expectations. We embrace diversity, equity, and inclusion, committing to a culture where everyone can thrive.

Why Join Us

• Drive impact in a firm overseeing over $27.2 billion in assets under management and advisement.
• Grow your expertise with financial support for designations and comprehensive training opportunities.
• Experience significant career trajectory within a company that has grown to over 200 employees.
• Work in a collaborative environment with unlimited discretionary time off and paid parental leave.
• Contribute to a company committed to fostering diversity, equity, and inclusion.

Benefits & Perks

• 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