Choreo
Wealth Management
SeniorAssociateAdvisor,WealthManagement
“Senior Associate Advisor, Wealth Management at Choreo. Skills: Wealth Management, Financial Planning, Client Service, Investment Analysis. Assist in managing client relationships. Involvement in client and prospect meetings”
Industry & Context.
Ability to work efficiently, effectively, and independently to see projects through to conclusion
What They're Looking For.
Must Have
Undergraduate Degree, Minimum of 5 years in the Wealth Management/Financial Services industry, An active Series 65 license is required, Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems, Excellent verbal and written communication skills, Ability to work efficiently, effectively, and independently, Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments, Basic knowledge of income taxes and the effects of portfolio transactions on income taxes
Nice to Have
CFP license is preferred, preferably in a business-related field
What You'll Do.
Assist in managing client relationships
Involvement in client and prospect meetings
Assist in developing financial plans
Preparing investment (portfolio) analysis and financial-related projects
and related documentation requirements
Facilitate best practices
Assist in monitoring and satisfying compliance requirements
How You'll Work.
Team & Collaboration
Serve on the client service team; assist clients, wealth advisors, and other team members; working with prospects, clients, and team members
Communication Scope
Excellent verbal and written communication skills
Process & Methodology
See projects through to conclusion, Prioritize multiple tasks, projects, and assignments
Applying for this Senior Associate Advisor, Wealth Management role?
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