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 beyond what is expected.
Opening Summary:
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.
Primary Responsibilities:
Client Acquisition & Pipeline Development:
- Build and maintain a consistent pipeline of high-value client opportunities;
- Source opportunities through CPA partners, networks, and referrals;
- Drive opportunities from introduction to close;
- Maintain CRM discipline.
CPA Partner Activation:
- Develop relationships with CPA partner firms;
- Translate relationships into referrals;
- Establish consistent engagement cadence;
- Position Choreo as a strategic partner.
Client Leadership & Conversion:
- Lead high-conviction conversations;
- Diagnose complex needs;
- Deliver wealth strategies;
- Close and onboard new clients.
Integrated Solution Delivery:
- Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.
Market Development:
- Establish presence in Boston;
- Build COI relationships;
- Expand local brand visibility.
Basic Qualifications:
- Bachelor’s degree required.
- 10+ years of experience in wealth management or advisory.
- Proven ability to originate and close business.
- Experience with CPA or professional services networks.
- Strong financial planning expertise.
- CRM experience.
Preferred Skills:
- CFP, CFA, CPA preferred.
- Existing Boston network is strongly preferred.
- Experience scaling a market.
- Strong HNW client experience.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Similar Jobs
What you need to know about the Boston Tech Scene
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
