Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Financial Modeling Financial Management Tax Planning Cross-Functional Collaboration Business Communication Project Collaboration Tax Planning Scenario Analysis Wealth Management Test Planning Design Verification Plan And Report (DVP&R) Thought Leadership Finance Software Tax Research Financial Management Content Creation

Other Skills

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Leadership
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Training And Development
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Coaching
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Communication
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Public Speaking
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Entrepreneurship
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Teamwork
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Emotional Intelligence
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Problem Solving

Roles & Responsibilities

10+ years of experience working in financial planning with wealth management teams
CFP® or CPWA designation highly preferred
Proficiency with eMoney; Holistiplan experience is a plus
Strong leadership and coaching abilities with proactive problem-solving and effective communication

Requirements:

Serve as a technical planning partner to wealth advisors on active client situations, joining meetings with advisors, clients, and outside client advisors when needed
Review advisor-drafted financial plans and modeling and offer insights
Assist advisors in leveraging planning tools across a variety of cases, including co-preparation of financial plans and simulations
Develop and deliver internal training on relevant topics

Job description

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.

The Senior Financial Planner (SFP) will serve as a national resource for holistic wealth planning across Choreo’s advisor teams. In this role, the SFP offers support by partnering directly with client-facing advisors to assist with their complex client planning engagements and ongoing relationship needs. The SFP will advise on comprehensive and scenario-based financial plans that address a wide range of wealth planning disciplines, providing planning expertise for client-specific situations, enabling them to offer high-quality advice to their clients. The Senior Financial Planner will also contribute to the development of a center of excellence focused on tax-centric planning resources, ensuring Choreo advisors nationwide have access to leading tools and guidance.

Primary Responsibilities:

Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors.
Review advisor-drafted financial plans and modeling with advisors and offer insights.
Assist advisors in leveraging planning tools across a variety of cases including co-preparation of financial plans and simulations.
Respond to advisor planning questions and conduct research on nuanced financial/tax issues.
Contribute to expanding the complex wealth planning resources across the firm, including the development of the advanced planning team.
Help codify and disseminate best practices in financial and income tax planning across the firm.
Help test and evaluate planning software for broader adoption.
Develop and deliver internal training on relevant topics.
Participate in thought leadership and marketing content development.
Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation.

Basic Qualifications:

10+ years’ experience working in financial planning with wealth management teams
CFP® or CPWA designation highly preferred
Experience collaborating with financial advisors and advisory teams
Proficiency with eMoney; experience with Holistiplan is a plus
Experienced leadership skills with the ability to provide effective coaching
Proactive problem-solving skills with an entrepreneurial mindset
Ability to deliver information and present to clients and larger internal groups
In-depth knowledge of comprehensive financial planning and wealth management disciplines
Highly effective communication skills and emotional intelligence
Ability to travel throughout the continental U.S., expected between 10-20% as needed

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: