Wealth Advisor -- Louisville Market, CPA Partnerships
Choreo
Choreo is seeking an Associate Director, Wealth Advisor in Louisville to drive client acquisition through CPA partner channels and local centers of influence. You will partner with senior leaders to develop a proactive pipeline and convert qualified opportunities into lasting client relationships. In this role, you will lead discovery conversations, coordinate with planning, investment, tax, and estate specialists, and help translate complex strategies into clear client recommendations, with #J-18808-Ljbffr Choreo
Vacancy posted 7 hours ago
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