Director, Wealth Advisor

Opening Summary:

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes.

Primary Responsibilities:

Client Acquisition & Pipeline Development:

• Build and maintain a consistent pipeline of high-value client opportunities;
• Source opportunities through CPA partners, networks, and referrals;
• Drive opportunities from introduction to close;
• Maintain CRM discipline.

CPA Partner Activation:

• Develop relationships with CPA partner firms;
• Translate relationships into referrals;
• Establish consistent engagement cadence;
• Position Choreo as a strategic partner.

Client Leadership & Conversion:

• Lead high-conviction conversations;
• Diagnose complex needs;
• Deliver wealth strategies;
• Close and onboard new clients.

Integrated Solution Delivery:

• Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.

Market Development:

• Establish presence in Austin;
• Build COI relationships;
• Expand local brand visibility.

Basic Qualifications:

• Bachelor’s degree required.
• 10+ years of experience in wealth management or advisory.
• Proven ability to originate and close business.
• Experience with CPA or professional services networks.
• Strong financial planning expertise.
• CRM experience.

Preferred Skills:

• CFP, CFA, CPA preferred.
• Existing Austin network is strongly preferred.
• Experience scaling a market.
• Strong HNW client experience.