Top 5 Wealth management director Jobs in Austin Tx

Director, Wealth Advisor
Choreo —Austin, TX
- CPA
- Bachelor's degree
- Senior level
- Paid parental leave
- Disability insurance
Quick Apply
Director of Financial Planning
Kestra Financial —Austin, TX
- Full-time
- 7 years
- Microsoft Excel
- Finance
- Health insurance
- 401(k)
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

VP, FP&A
YETI —Austin, TX
Mastery of financial modeling and advanced data analysis tools, including Excel. Lead analysis in support of critical business priorities, including which…
Director, Operations and Strategy
University of Texas at Austin —Austin, TX
Provides strategic research administration and oversight for the department’s research portfolio, supporting the lifecycle management of federal, state, and…

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Risk Management - Asset & Wealth Management - Latin America and Global Families - Credit Risk Executive Director
JPMorganChase —Columbus, OH
Strong knowledge of credit risk principles, portfolio management, collateral analysis, risk rating methodologies, governance frameworks, control environments,…
$166,250 - $260,000 a year
5d
J.P. Morgan Wealth Management - Executive Director, Sales Optimization
JPMorganChase —Columbus, OH
Analyze large datasets and apply common analysis approaches and tools such as spreadsheets, SQL, or business intelligence tools to inform prioritization and…

Show more jobs in cities nearby

I want to receive the latest job alert for wealth management director in austin tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management director jobs near austin tx

Wealth Management Advisor jobs in Austin, TX

Wealth Management Advisor jobs in Irvine, CA

Entry College Advisor jobs in California

Wealth Management Advisor jobs in Hunt Valley, MD

Wealth Management Advisor jobs in Wexford, PA

Wealth Management Advisor jobs in Boca Raton, FL

Property Management jobs in Hilton Head Island, SC

Senior Financial Planner jobs in Portland, OR

Event Planner jobs in Minneapolis, MN

Senior Financial Planner jobs in Clearwater, FL

Senior Financial Planner jobs in Boulder, CO

Financial Advisor jobs in Florida

Event Planner jobs in Orange County, CA

Discharge Planner jobs in New York, NY

Director, Wealth Advisor

Choreo
Austin, TX

Quick Apply

Job Details

Benefits

Paid parental leave
Disability insurance
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching

Qualifications

Deal closing
Business development management
Financial sales
Financial plan development
Bachelor's degree
Business development within finance
CRM system proficiency
Closing sales leads

Full 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.

Opening Summary:

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined business development. This role owns the full lifecycle of client development—from building a proactive pipeline to converting opportunities into long-term client relationships—while establishing Choreo as a trusted advisor brand in the local high-net-worth ecosystem. This is a highly visible, growth-oriented role that requires strong ownership, market presence, and the ability to translate relationships into measurable business outcomes.

Primary Responsibilities:

Client Acquisition & Pipeline Development:

Build and maintain a consistent pipeline of high-value client opportunities;
Source opportunities through CPA partners, networks, and referrals;
Drive opportunities from introduction to close;
Maintain CRM discipline.

CPA Partner Activation:

Develop relationships with CPA partner firms;
Translate relationships into referrals;
Establish consistent engagement cadence;
Position Choreo as a strategic partner.

Client Leadership & Conversion:

Lead high-conviction conversations;
Diagnose complex needs;
Deliver wealth strategies;
Close and onboard new clients.

Integrated Solution Delivery:

Leverage planning, investment, tax, and estate capabilities to deliver cohesive recommendations.

Market Development:

Establish presence in Austin;
Build COI relationships;
Expand local brand visibility.

Basic Qualifications:

Bachelor's degree required.
10+ years of experience in wealth management or advisory.
Proven ability to originate and close business.
Experience with CPA or professional services networks.
Strong financial planning expertise.
CRM experience.

Preferred Skills:

CFP, CFA, CPA preferred.
Existing Austin network is strongly preferred.
Experience scaling a market.
Strong HNW client experience.

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.

Quick Apply

Refine Your Search

wealth management director jobs in austin tx

Director, Wealth Advisor

Director of Financial Planning

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for wealth management director in austin tx

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected