Choreo
1 - 10 employees
🤝 B2B
🏢 Enterprise
⚡ Productivity
B2B • Enterprise • Productivity
Choreo is a division of Business Furniture + Co that revolutionizes workplaces through innovative design and change management. Led by CEO Mary Beth Oakes since 2008, Choreo partners with companies to enhance employee and workspace potential, focusing on data-driven, people-centric approaches. They manage workplace transitions, offering services from design to technology integration and cleaning. Their expertise in change and move management supports organizations through all phases of renovation or relocation, ensuring alignment with business strategies and cultural objectives. Choreo's process involves workplace research, strategic planning, and comprehensive support to foster successful change.
Director, Wealth Advisor
Job not on LinkedIn
🕒 May 21
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Choreo
1 - 10 employees
🤝 B2B
🏢 Enterprise
⚡ Productivity
B2B • Enterprise • Productivity
Choreo is a division of Business Furniture + Co that revolutionizes workplaces through innovative design and change management. Led by CEO Mary Beth Oakes since 2008, Choreo partners with companies to enhance employee and workspace potential, focusing on data-driven, people-centric approaches. They manage workplace transitions, offering services from design to technology integration and cleaning. Their expertise in change and move management supports organizations through all phases of renovation or relocation, ensuring alignment with business strategies and cultural objectives. Choreo's process involves workplace research, strategic planning, and comprehensive support to foster successful change.
📋 Description
• 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; • Develop relationships with CPA partner firms; • Translate relationships into referrals; • Establish consistent engagement cadence; • Lead high-conviction conversations; • Diagnose complex needs; • Deliver wealth strategies; • Close and onboard new clients; • Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations; • Establish presence in Austin; • Build COI relationships; • Expand local brand visibility.
🎯 Requirements
• 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.
🏖️ Benefits
• Competitive salary and bonus plan • Competitive medical, dental, and vision plans • Basic life and disability coverage • 401(k) matching program • Financial support for approved designations and courses • Technical, leadership, sales training opportunities • Unlimited, discretionary time off • Paid parental leave
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