Senior Financial Planner at Choreo

<div class="content-intro"><p>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 <em>beyond</em> what is expected.</p></div><p><span data-contrast="auto">The Senior Financial Planner (SFP) will serve as a national resource for&nbsp;holistic wealth&nbsp;planning&nbsp;across&nbsp;Choreo’s&nbsp;advisor teams. In this role, the SFP offers&nbsp;support&nbsp;by partnering directly with client-facing advisors to&nbsp;assist&nbsp;with&nbsp;their&nbsp;complex client planning engagements and ongoing relationship needs.&nbsp;The SFP&nbsp;will advise on comprehensive and scenario-based financial plans that address a wide range of wealth planning disciplines, providing planning&nbsp;expertise&nbsp;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&nbsp;Choreo&nbsp;advisors nationwide have access to&nbsp;leading&nbsp;tools and guidance.</span><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p> <p><strong><span data-contrast="auto">Primary Responsibilities:&nbsp;</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Serve as a technical planning partner to wealth advisors on active client situations,&nbsp;and&nbsp;at times,&nbsp;join&nbsp;meetings with&nbsp;Choreo&nbsp;advisors, clients, and outside client advisors.</span> </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Review advisor-drafted financial plans and modeling with advisors and offer insights. </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Assist advisors in leveraging planning tools across a variety of cases including co-preparation of financial plans and simulations. </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Respond to advisor planning questions and conduct research on nuanced financial/tax issues. </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Contribute to expanding the complex wealth planning resources across the firm, including the development of the advanced planning team. </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Help codify and disseminate best practices in financial and income tax planning across the firm. </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Help test and evaluate planning software for broader adoption. </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Develop and deliver internal training on relevant topics. </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Participate in thought leadership and marketing content development. </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1">Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation.<span data-ccp-props="{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:278}">&nbsp;</span></li> </ul> <p><strong><span data-contrast="auto">Basic Qualifications:</span></strong><span data-ccp-props="{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p> <ul> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="11" data-aria-level="1"><span data-contrast="auto">10+ years’ experience working in financial&nbsp;planning with wealth management teams&nbsp;</span> </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="11" data-aria-level="1"><span data-olk-copy-source="MessageBody">CFP®</span> or CPWA designation highly preferred </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="11" data-aria-level="1">Experience collaborating with financial advisors and advisory teams </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="11" data-aria-level="1">Proficiency with eMoney; experience with Holistiplan is a plus </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="11" data-aria-level="1">Experienced leadership skills with the ability to provide effective coaching </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="11" data-aria-level="1">Proactive problem-solving skills with an entrepreneurial mindset </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="11" data-aria-level="1">Ability to deliver information and present to clients and larger internal groups </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="11" data-aria-level="1">In-depth knowledge of comprehensive financial planning and wealth management disciplines </li> <li data-leveltext="" data-font="Symbol" data-listid="11" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="11" data-aria-level="1">Highly effective communication skills and emotional intelligence </li> <li data-leveltext="" data-font="Symbol" data-listid="11" 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Font&quot;]}">Ability to travel throughout the continental U.S., expected between 10-20% as needed</span></li> </ul><div class="content-conclusion"><p><strong><span data-contrast="auto">Employee Benefits</span></strong><span data-ccp-props="{&quot;335551550&quot;:2,&quot;335551620&quot;:2}">&nbsp;</span></p> <p><span data-contrast="auto">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:</span><span data-ccp-props="{}">&nbsp;</span></p> <ul> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Competitive salary and bonus plan</span><span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Competitive medical, dental, and vision plans</span><span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Basic life and disability coverage</span><span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">401(k) matching program</span><span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Financial support for approved designations and courses</span></li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1">Technical, leadership, sales training opportunities</li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1">Unlimited, discretionary time off</li> <li data-leveltext="●" data-font="" data-listid="2" data-aria-posinset="5" data-aria-level="1">Paid parental leave<span data-ccp-props="{&quot;335559740&quot;:276}">&nbsp;</span></li> </ul> <p><em><span data-contrast="auto">​​</span></em><em><span data-contrast="none">Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.</span></em><span data-ccp-props="{}">&nbsp;</span></p></div>