About this role
Director, Wealth Advisor at Choreo. Location: Louisville, Kentucky, United States. Role: building pipeline, driving growth, closing clients Requirements: Bachelor's degree, 10+ years in wealth management/advisory, proven ability to originate and close business, experience with CPA/professional services networks, strong financial planning expertise and CRM discipline. Category: Sales Seniority: Senior Level Tools: CRM Certifications: cfp, cfa, cpa Commitment: Full Time Workplace: Onsite Languages: English