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Director, Wealth Advisor - CPA Partnerships & Growth
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-26
Listing for:
Choreo
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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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