About this role
Associate Director, Wealth Management at Choreo. Location: Madison, Wisconsin, United States. Role: manage relationships, participate meetings, develop financial plans Requirements: 7+ years in wealth management/financial services; Bachelor's degree; experience with Schwab Institutional, eMoney Advisor, Black Diamond, and CRM systems; strong communication; ability to manage multiple tasks independently. Category: Finance and Accounting Seniority: Mid Level Tools: Schwab Institutional, eMoney Advisor, Black Diamond, CRM systems Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English