Director, Wealth Advisor

About this role

<div class="content-intro"><p>Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients <em>beyond</em> what is expected.</p></div><p><strong><span data-contrast="auto">Opening Summary:</span></strong><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":240}"> </span></p> <p><span data-contrast="auto">The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Boston market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes.</span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p> <p><strong><span data-contrast="auto">Primary Responsibilities: </span></strong><span data-ccp-props="{"201341983":0,"335551550":6,"335551620":6,"335559739":0,"335559740":240}"> </span></p> <p><strong><span data-contrast="auto">Client Acquisition & Pipeline Development: </span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p> <ul> <li><span data-contrast="auto">Build and maintain a consistent pipeline of high-value client opportunities; </span><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li> <li data-leveltext="" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Source opportunities through CPA partners, networks, and referrals;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Drive opportunities from introduction to close;</li> <li data-leveltext="" data-font="Symbol" data-listid="10" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Maintain CRM discipline.<span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></li> </ul> <p><strong><span data-contrast="auto">CPA Partner Activation: </span></strong><span data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="9" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Develop relationships with CPA partner firms;</span></li> <li data-leveltext="" data-font="Symbol" data-listid="9"…