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 Wealth Strategist will join Choreo’s Advanced Planning team and provide strategic leadership and oversight for all estate planning services within the organization. This role will partner with advisors to plan complex estate, trust, gift, charitable planning, and wealth transfer strategies, ensuring compliance with all relevant laws and regulations. Reporting to the Head of Advanced Planning, the Senior Wealth Strategist will continue to build their branch of the Advanced Planning center of excellence and provide content for events and training opportunities both internally and for external partners and clients.
Primary Responsibilities:
- Lead the development and implementation of comprehensive estate planning strategies and capabilities across Choreo’s key value-added client segments
- Evangelize estate planning services and capabilities across Choreo’s financial advisory offices and educate advisors on opportunities to use estate planning to serve clients and grow advisory practices.
- Partner with financial advisors to bring estate planning services to clients and prospects by participating in meetings and pre-meetings including reviewing and summarizing existing estate plans illustrating additional planning opportunities for growth.
- Educate and advise clients on trust structures, wealth transfer, related tax planning, and charitable giving strategies.
- Serve as internal subject matter expert on estate planning for advisors and other internal stakeholders.
- Interface regularly with financial advisors to capture client service and growth opportunities including answering questions, issue spotting, and providing helpful resources to solve for estate planning issues.
- Produce internal and external content across multiple platforms to share the power of planning.
- Maintain a COI network, attend seminars, and create thought leadership content.
- Research specific topics, legislation, or other planning matters to stay current on the latest trends and developments in estate and tax law.
- Oversee development of the firm’s estate plan documentation capability including partnering with outside firms or using software systems for drafting and execution of wills, trusts, powers of attorney, and related documents.
- Collaborate with internal and external legal, tax, and financial advisors.
Basic Qualifications:
- Juris Doctorate required from an accredited law school; LLM in taxation preferred.
- Minimum of 7-10 years practicing Trust & Estate law at a top-tier firm with a focus on transfer tax planning preferred
- Deep understanding of complex investment, tax, generational trust, and estate planning
- Demonstrated ability to effectively and efficiently communicate directly with clients on complex matters across a variety of mediums
- Demonstrated leadership and team management experience.
- Excellent communication and client relationship skills.
- Strong analytical, organizational, and problem-solving abilities.
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:
- 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
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.