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.