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:
Basic Qualifications:
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:
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Senior Financial Planner • Chicago, IL, US
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