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Senior Wealth Advisory Associate — Client Strategy & Planning
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-06-26
Listing for:
Choreo
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Choreo is seeking a Senior Associate Advisor in Madison, WI to support wealth advisors and clients, particularly high-net-worth families. This role encompasses managing client relationships, preparing investment analyses, and developing financial plans using eMoney and other tools.
The ideal candidate should have a business-related degree, at least 5 years of relevant experience, and strong organizational and communication skills. Benefits include a competitive salary, medical plans, and unlimited time off.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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