Associate Advisor, Wealth Management

Choreo

. Serve on the client service team to assist in managing client relationships .

Posted 11/11/2026full-timeRemote • United StatesMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Wealth Management and Financial Services, with a strong focus on client relationship management, financial planning, and compliance. Proficient in utilizing financial planning software and CRM systems to enhance client service and operational efficiency.

Highest-signal resume keywords

Wealth Management ExperienceEMoney Financial Planning SoftwareActive Series 65 LicenseSchwab Institutional ExperienceExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment AnalysisPortfolio ManagementCompliance MonitoringIncome Tax Knowledge

Soft Skills

Organizational SkillsIndependent WorkProject Management

Tools & Technologies

EMoney AdvisorBlack DiamondCRM Systems

Certifications & Qualifications

Active Series 65 License

Industry Keywords

Client ServiceHigh-Net-Worth FamiliesBusiness OwnersNetworking OpportunitiesFinancial Services Industry

About the role

Key responsibilities & impact

Serve on the client service team to assist in managing client relationships
Participate in client and prospect meetings as well as networking opportunities
Develop competency with eMoney financial planning software to assist in developing financial plans
Prepare investment (portfolio) analysis and financial-related projects as needed
Develop competency in the CRM, manage workflows and related documentation requirements
Facilitate best practices and assist in monitoring and satisfying compliance requirements
Assist clients, wealth advisors, and other team members in serving high-net-worth families and business owners
Gain familiarity with operations, investment management, case development, client service, and new business acquisition

Requirements

What you’ll need

Undergraduate Degree, preferably in a business-related field
Minimum of 5 years in the Wealth Management/Financial Services industry
Active series 65 license
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

Benefits

Comp & 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