More jobs:
Wealth Advisor Louisville Market, CPA Partnerships
Job in
Louisville, Jefferson County, Kentucky, 40201, USA
Listed on 2026-08-24
Listing for:
Choreo
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Choreo is seeking an Associate Director, Wealth Advisor in Louisville to drive client acquisition through CPA partner channels and local centers of influence. You will partner with senior leaders to develop a proactive pipeline and convert qualified opportunities into lasting client relationships.
In this role, you will lead discovery conversations, coordinate with planning, investment, tax, and estate specialists, and help translate complex strategies into clear client recommendations, with
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