Search the 2 jobs at Choreo

The Associate, Portfolio Management at Choreo will be responsible for overseeing and maintaining the firm's trading systems, managing client portfolios, and supporting advisors with trading needs. This role requires a Bachelor's degree in finance or related field, 1-3 years of financial industry experience, proficiency in Microsoft Office Products, and knowledge of trading systems and strategies.

Seeking an Associate Advisor to assist in managing high-net-worth client relationships, develop financial plans, conduct investment analysis, and ensure compliance requirements are met.