Associate Director, Wealth Management

choreo· Wealth Advisory
Apply Now ↗
📍 Madison, WI

About this role

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.  In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.  

Primary Responsibilities: 

  • Serve on the client service team to assist in managing client relationships.
  • Involvement in client and prospect meetings as well as networking opportunities.
  • Develop competency with our eMoney financial planning software to assist in developing financial plans.
  • Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
  • Develop competency in our CRM, manage workflows and related documentation requirements.
  • Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

  • Undergraduate Degree, preferably in a business-related field
  • Minimum 7 years in the Wealth Management/Financial Services industry
  • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
  • Excellent verbal and written communication skills for working with prospects, clients, and team members
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
  • Basic knowledge of income taxes and effects of portfolio transactions on income taxes
  • Active series 65 license; CFP highly preferred 

Employee Benefits 

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: 

  • 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 

​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. 

Frequently Asked Questions

Is the salary disclosed for the Associate Director, Wealth Management position at choreo?
The salary for this Associate Director, Wealth Management role at choreo is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Associate Director, Wealth Management position at choreo located?
This Associate Director, Wealth Management role at choreo is based in Madison, WI. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Associate Director, Wealth Management at choreo belong to?
This Associate Director, Wealth Management position is part of the Wealth Advisory department at choreo. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Associate Director, Wealth Management position at choreo?
Click the "Apply Now" button on this page. You will be redirected to choreo's official application portal hosted on greenhouse where you can submit your application directly.
When was the Associate Director, Wealth Management job at choreo posted?
This Associate Director, Wealth Management position at choreo was posted on Apr 6, 2026. Apply as soon as possible — early applications are often reviewed first.
Associate Director, Wealth Management
choreo
Apply for this role ↗

You'll be redirected to choreo's official application page on Greenhouse.