Senior Financial Planner at Choreo

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 financial and tax planning resource across Choreo.  The SFP will partner directly with client-facing advisors to support client planning engagements and ongoing relationships. The focus of this role is on building, evaluating, and presenting both comprehensive and ad hoc scenario-based plans that span the full range of wealth planning disciplines. The SFP will cover both client-specific planning and advisor education/enablement. This role will help continue to build a center of excellence for tax-centric planning resources for Choreo advisors nationwide.

The Senior Financial Planner will focus on core planning areas including goals-based and retirement planning, cash flow and savings modeling, and annual income and multi-year tax planning. Additional areas of focus include Social Security and Medicare, risk management and insurance, investment planning, education and college funding, philanthropic giving, estate and wealth transfer planning, and business owner planning. The SFP will be the primary contact for all advisory support for these topics for mid-sized, moderately complex clients with the opportunity to partner with the Senior Wealth Strategist on large-sized, complex client relationships.

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 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.

Basic Qualifications:

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

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: