greenhouse
Associate Director, Wealth Management
Choreo
Madison, USA
Full-time
Mid · 7+ years experience
Onsite
Discovered 1 months ago
Schwab InstitutionaleMoney AdvisorBlack DiamondCRM systems
Key Skills for This Role
Schwab InstitutionaleMoney AdvisorBlack DiamondCRM systems
Full Job Posting
Primary Responsibilities
- Serve on the client service team to assist in managing client relationships.
- Involvement in client and prospect meetings as well as networking opportunities.
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
- Develop competency in our CRM, manage workflows and related documentation requirements.
- Facilitate best practices and assist in monitoring and satisfying compliance requirements.
Basic Qualifications
- Undergraduate Degree, preferably in a business-related field
- Minimum 7 years in the Wealth Management/Financial Services industry
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
- Excellent verbal and written communication skills for working with prospects, clients, and team members
- Ability to work efficiently, effectively, and independently to see projects through to conclusion
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes
- Active series 65 license; CFP highly preferred
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.
About Choreo
Asset & Wealth Management232 employeesFounded 1999
Independent U.S. wealth management firm providing tax, financial planning, and investment advice to entrepreneurs, families, and businesses.
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