Choreo

HQ
Drytown
Total Offices: 2
137 Total Employees
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Choreo Benefits Overview

Compensation + BenefitsWork-Life Balance + WellbeingCareer Growth + DevelopmentCompany Culture

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers occupational accident insurance

Offers disability insurance

Offers supplemental life insurance

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers mental health benefits

Offers dependent care

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers Health Savings Account (HSA)

Offers generous parental leave

Offers performance bonuses

Offers employee discounts

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Provides bereavement leave

Offers paid volunteer time

Provides paid sick days

Career Growth + Development

Provides customized development tracks

Job training & conferences

Company Culture

Offers a remote work program

Offers diversity-based Employee Resource Groups

Provides a mobile phone discount

Offers legal assistance

Recently posted jobs

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Choreo

Wealth Advisor

20 Days AgoSaved
In-Office
Boston, MA, USA
Financial Services
Build and manage a pipeline of prospective high-net-worth clients in the Boston market via CPA partnerships, referrals, and local networks. Lead discovery and proposal conversations, coordinate integrated planning with specialists, maintain disciplined CRM and follow-up, and support onboarding. Support market development and partner activation while partnering with senior advisors to convert opportunities and grow the practice.
Choreo Logo
Choreo

Director, Wealth Advisor

23 Days AgoSaved
In-Office
Boston, MA, USA
Financial Services
Lead client acquisition and market growth in the Boston market through CPA partner channels. Build and manage a pipeline, convert high-net-worth clients, cultivate CPA relationships, deliver integrated wealth planning and investment strategies, and expand local brand visibility while owning CRM and onboarding.
Financial Services
Own RPAS revenue growth by building a repeatable sales process, driving advisor engagement and referrals, managing full sales lifecycle and CRM pipeline, developing CPA and alliance channels, creating enablement materials and training, and aligning growth with delivery and fiduciary standards.
see all jobs at Choreo