Director, Wealth Advisor
New
C
ChoreoWealth Management
Remote - Austin, TexasFull-TimeDirector
Salary not disclosed
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Job Details
- Experience
- 10+ years
- Required Skills
- Business DevelopmentCRM
Requirements
- Bachelor’s degree
- 10+ years of experience in wealth management or advisory
- Proven ability to originate and close business
- Experience with CPA or professional services networks
- Strong financial planning expertise
- CRM experience
- CFP, CFA, or CPA (preferred)
- Existing Austin network (strongly preferred)
- Experience scaling a market
- Strong high-net-worth (HNW) client experience
Responsibilities
- Build and maintain a consistent pipeline of high-value client opportunities
- Source opportunities through CPA partners, networks, and referrals
- Drive opportunities from introduction to close
- Maintain CRM discipline
- Develop relationships with CPA partner firms
- Lead high-conviction conversations and deliver wealth strategies
- Close and onboard new clients
- Establish presence and expand brand visibility in Austin
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