Austin Wealth Advisor - Associate Director (CPA)
Choreo, LLC
Choreo, LLC is seeking an Associate Director, Wealth Advisor in Austin to spearhead client acquisition through CPA partners, referrals, and local centers of influence. You will collaborate with senior leaders to build a proactive pipeline and convert opportunities into lasting relationships. The role requires 3–7 years in wealth management, a Series 65 license, and a proven ability to drive growth through strong client instincts and effective partner engagement. #J-18808-Ljbffr Choreo, LLC
Vacancy posted 2 days ago
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