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Director, Wealth Advisor - CPA Partnerships & Growth

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Choreo
Full Time position
Listed on 2026-07-26
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
Job Description & How to Apply Below

Choreo, a wealth management firm, seeks a Director, Wealth Advisor in Boston to drive client acquisition through CPA channels. This role involves building relationships, managing a client pipeline, and establishing Choreo as a trusted advisor in the high-net-worth ecosystem.

With over 10 years in wealth management and a strong network in Boston, the candidate will leverage financial planning expertise to deliver cohesive wealth strategies while enjoying competitive salary and benefits, including unlimited discretionary time off.

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