Wealth Advisor - Boston Growth & CPA Partnerships
Choreo
Choreo seeks an Associate Director, Wealth Advisor in Boston to accelerate client acquisition through CPA partners, referrals, and local centers of influence, building a proactive pipeline and converting opportunities into lasting client relationships. You will collaborate with senior leaders to deliver high-quality planning conversations across wealth, taxes, estate, and investment topics, and to transition prospects to onboarded clients in a growth-oriented firm. #J-18808-Ljbffr Choreo
Vacancy posted more than 2 months ago
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