{"id":4053518,"url":"https://alion.io/job/choreo-associate-advisor-wealth-management","title":"Associate Advisor, Wealth Management","company":{"id":673579,"name":"Choreo","domain":"choreo.com","url":"https://alion.io/company/choreo","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_payroll_markers","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-11T00:36:00Z","employer_posted_date":"2026-11-11","last_verified_at":"2026-11-11T03:15:33Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"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.\nWe are seeking a Senior Associate Advisor based on the East Coast 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. \nPrimary Responsibilities:\nServe on the client service team to assist in managing client relationships. \nInvolvement in client and prospect meetings as well as networking opportunities.\nDevelop competency with our eMoney financial planning software to assist in developing financial plans.\nResponsible for preparing investment (portfolio) analysis and financial-related projects as needed.\nDevelop competency in our CRM, manage workflows and related documentation requirements.\nFacilitate best practices and assist in monitoring and satisfying compliance requirements. \nBasic Qualifications: \nUndergraduate Degree, preferably in a business-related field\nMinimum of 5 years in the Wealth Management/Financial Services industry\nActive series 65 license\nExperience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems\nExcellent verbal and written communication skills for working with prospects, clients, and team members\nAbility to work efficiently, effectively, and independently to see projects through to conclusion\nExcellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments\nBasic knowledge of income taxes and effects of portfolio transactions on income taxes\nEmployee Benefits \nAt 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: \nCompetitive salary and bonus plan \nCompetitive medical, dental, and vision plans \nBasic life and disability coverage \n401(k) matching program \nFinancial support for approved designations and courses\nTechnical, leadership, sales training opportunities\nUnlimited, discretionary time off\nPaid parental leave \nChoreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.","description_format":"text","description_chars":2818,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-11T03:15:33Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":52,"reasons":["conf:1","win:early"],"computed_at":"2026-11-11T04:29:38Z"},"pay":null,"html_url":"https://alion.io/job/choreo-associate-advisor-wealth-management","json_url":"https://alion.io/job/choreo-associate-advisor-wealth-management.json","meta":{"generated_at":"2026-11-11T04:29:38Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5008,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":673579},"rest":"https://alion.io/mcp/rest/get_company?id=673579"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fchoreo-associate-advisor-wealth-management"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fchoreo-associate-advisor-wealth-management"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fchoreo-associate-advisor-wealth-management"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/choreo-associate-advisor-wealth-management\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fchoreo-associate-advisor-wealth-management"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4053518}},{"tool":"search_jobs","arguments":{"company":"choreo.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4053518},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}