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Wealth Advisor Lead (Associate Director) — CPA Partnerships
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-15
Listing for:
Doist
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Choreo is seeking an Associate Director, Wealth Advisor to grow client acquisition in the Boston market through CPA partners and referrals. You will partner with senior leaders to build a proactive pipeline, convert opportunities into relationships, and deliver high-quality planning conversations.
Ideal candidates have 3-7 years of wealth management experience, strong client instincts, and the potential to grow into market leadership.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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