Job Description
Note:
The job is a remote job and is open to candidates in USA. Choreo is a wealth management firm that focuses on providing a forward-thinking approach to financial planning for clients. The
Senior Financial Planner will serve as a national resource for financial and tax planning, partnering with advisors to support client engagements and develop comprehensive plans across various wealth planning disciplines. 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 eMoney and other planning tools (e.g., Holistiplan) 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 • Coordinate closely with Choreo’s
Senior Wealth Strategist to expand advanced planning initiatives across the firm • 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 • Support the integration of planning into the broader client experience model across Choreo, and collaborate with the
Senior Wealth Strategist to develop the Choreo advanced planning team • Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation Skills • 10+ years' experience working in financial and tax planning with wealth management teams (or a similar role in a CPA firm with significant financial planning and 1040/1041 return preparation experience) • CFP or PFS designation (CPA or other advanced tax qualifications are also highly preferred) • Experience collaborating with financial advisors and advisory teams • Master-level proficiency with eMoney and Holistiplan • 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 and external groups in public speaking • 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 • CPA or other advanced tax qualifications 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 Company Overview • Choreo is a investment advisory firm.
It was founded in undefined, and is headquartered in Chicago, Illinois, USA, with a workforce of 201-500 employees. Its website is Apply tot his job