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Wealth Management: Associate Director — Client
Job in
Montgomery, Montgomery County, Alabama, 36136, USA
Listed on 2026-06-27
Listing for:
Choreo
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Choreo, located in Madison, WI, is hiring an Associate Director, Wealth Management to assist clients and wealth advisors. The role involves managing client relationships, participating in meetings, and preparing investment analyses.
The ideal candidate will have a bachelor's degree and at least 7 years in Wealth Management. Proficiency in financial planning software and excellent communication skills are essential. Choreo offers competitive salaries, bonuses, and a strong benefits package, including unlimited discretionary time off.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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