About this role
Director, Wealth Advisor at Choreo. Location: Austin, Texas, United States. Role: build pipeline, develop relationships, close clients Requirements: Drive client acquisition, pipeline development, and growth in Austin; 10+ years wealth management; CPA/CFP/CFA preferred; strong relationship and sales skills. Category: Finance and Accounting Seniority: Senior Level Tools: CRM, Financial planning software Certifications: cfp, cfa, cpa Commitment: Full Time Workplace: Remote Languages: English