Wealth Advisor Lead (Austin) — CPA Partnerships
Doist
Choreo seeks an Associate Director, Wealth Advisor in Austin to build a disciplined client-acquisition pipeline through CPA partners and local networks. You will partner with senior leaders to convert opportunities into client relationships and deliver high-quality planning conversations. The role targets growth into market leadership over time. Candidates should have 3–7 years of wealth management experience, a Series 65 license, and strong relationship-building and CRM skills. #J-18808-Ljbffr Doist
Vacancy posted 2 days ago
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