🛠 Tech Stack

💼 About This Role

You'll assist high-net-worth clients and wealth advisors on a client service team at Choreo, a national wealth management firm. Your core impact will involve developing financial plans and preparing investment analysis using tools like eMoney Advisor and Black Diamond. You'll also gain exposure to operations, case development, and new business acquisition.

🎯 What You'll Do

• Manage client relationships as part of the client service team.
• Prepare investment portfolio analysis and financial-related projects.
• Develop competency in eMoney financial planning software and CRM.
• Facilitate best practices and monitor compliance requirements.

📋 Requirements

• Undergraduate degree, preferably in a business-related field
• Minimum of 5 years in Wealth Management/Financial Services
• Active Series 65 license
• Experience with Schwab Institutional, eMoney Advisor, Black Diamond

✨ Nice to Have

• CFP license preferred
• Knowledge of income taxes and portfolio tax effects

🎁 Benefits & Perks

• 🏦 Competitive salary and bonus plan
• 🏥 Medical, dental, and vision plans
• 💰 401(k) matching program
• 🏖️ Unlimited, discretionary time off
• 👶 Paid parental leave

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter call· 30 min
2. 2Hiring manager interview· 45 min
3. 3Team interview· 1 hour