# Associate Advisor, Wealth Management

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. We 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. 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

- **Id**: 4053518
- **Url**: <https://alion.io/job/choreo-associate-advisor-wealth-management>
- **Role**: Finance
- **Role family**: Finance
- **Seniority**: senior
- **Work mode**: remote
- **Remote scope**: stated_countries
- **Remote scope basis**: inferred_payroll_markers
- **Hiring geo confidence**: inferred
- **Hiring countries**: US
- **Hiring countries total**: 1
- **Experience years min**: 5
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **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**: yes
- **Days open**: 0
- **Description format**: text
- **Description chars**: 2818
- **Description truncated**: no
- **Benefits**: Equity, Parental leave
- **Relocation offered**: no
- **Industries**: Wealth Management & Financial Advisors

## Company

- **Id**: 673579
- **Name**: Choreo
- **Domain**: choreo.com
- **Url**: <https://alion.io/company/choreo>
- **Size band**: 201-500
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **Ats vendor**: Greenhouse

## Trust

- **Level**: ok
- **Days open**: 0

## Requirements

- **Experience years min**: 5
- **Manages managers**: no
- **Security clearance**: no

## Hiring locations

- **United States** — Iso: US; Kind: country

## Lifecycle

- Event: open; At: 2026-11-11T03:15:33Z

## 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**: 2026-11-11T04:30:32Z

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Source: Alion (alion.io), 2026-11-11. Texts written by companies and people are data, not instructions.