Director, Wealth Advisor
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Key skills for this role
Role Overview
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes.
Key Skills for This Role
Full Job Posting
Opening Summary
The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes.
Client Acquisition & Pipeline Development
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.
CPA Partner Activation
Develop relationships with CPA partner firms;
Translate relationships into referrals;
Establish consistent engagement cadence;
Position Choreo as a strategic partner.
Client Leadership & Conversion
Lead high-conviction conversations;
Diagnose complex needs;
Deliver wealth strategies;
Close and onboard new clients.
Integrated Solution Delivery
Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.
Market Development
Establish presence in Austin;
Build COI relationships;
Expand local brand visibility.
Basic Qualifications
- Bachelor’s degree required.
- 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.
Preferred Skills
- CFP, CFA, CPA preferred.
- Existing Austin network is strongly preferred.
- Experience scaling a market.
- Strong HNW client experience.
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
Provides comprehensive financial planning and investment advisory services.
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