Senior Associate Advisor, Wealth Management

Job description

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. Our Cedar Rapids, IA office is seeking a Senior Associate to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition. Primary Responsibilities: - Serve on the client service team to assist in managing client relationships. - Involvement in client and prospect meetings as well as networking opportunities. - Develop competency with our eMoney financial planning software to assist in developing financial plans. - Responsible for preparing investment (portfolio) analysis and financial-related projects as needed....