Associate, Advisory Operations
Benefits
Unlimited PTO
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Responsibilities:
- Become familiar with custodian relationships, processes, and service teams.
- Process trades (buys/sells) and cost basis adjustments.
- Prepare and process client on-boarding and maintenance paperwork.
Basic Qualifications:
- Strong preference towards candidates with three or more years in Wealth Management, Tax, or Financial Services.
- Strong interpersonal and written communication skills.
- Ability to work efficiently, independently, and with strong attention to detail.
Employee Benefits:
- Competitive salary and bonus plan.
- Unlimited, discretionary time off.
- Paid parental leave.
Choreo
Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.