We Help Businesses Choreograph Change.
Senior Wealth Strategist
Location
United States
Posted
76 days ago
Salary
0
Seniority
Senior
No structured requirement data.
Job Description
Senior Wealth Strategist
Choreo
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.
Related Guides
Related Categories
Related Job Pages
More Insurance Jobs
• Processes and monitors unpaid third party insurance and government-assisted program accounts • Prepares and submits claims to payers either electronically or by paper • Proactively identifies and performs account follow-up on outstanding insurance balances • Completes work within authorized time to assure compliance with departmental standards • Conducts trend analyses, appeals and resolves low payment or underpaid accounts • Documents in computer system all contacts regarding patient accounts.
• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team
Advanced Market Insurance Agent – High Level Strategy
Legacy PlanningYour family deserves a Legacy Plan.
• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection. Job Description Allstate’s sales organization is growing its virtual workforce, and we are looking for highly motivated individuals that thrive in a fast-paced sales environment and enjoy being rewarded for their efforts. At Allstate, we are committed to offering a reputable product suite that protects people from life’s uncertainties so they can realize their hopes and dreams. As a full-time Insurance Sales Representative, you will: - Engage with active insurance shoppers via inbound/outbound calls, live chat, SMS, and more in a work from home call center environment. - Use your insurance expertise to uncover customer needs, identify coverage gaps, and recommend tailored solutions from Allstate products and products within the Allstate family of companies. - Convert warm leads into customers using a proven consultative sales strategy — no cold calling required. - Work from home to drive sales growth while delivering an exceptional, customer-first experience. Compensation & Benefits - Base Pay: $18/hour - Average Total Compensation: $52,730–$76,480/year (base + uncapped performance-based incentives) - Incentives are productivity-based and governed by the applicable bonus plan, which is subject to change at Allstate’s discretion. - Eligible licensed external candidates who complete licensing prior to hire or bring an active Property & Casualty or Personal Lines license before start date may be eligible for a bonus. Full suite of employee benefits starting day one, including: - Health, dental, and vision insurance - 401(k) with company match and pension plan - Tuition reimbursement and career development - Wellness programs Additional Benefits - Paid training from day one (classroom and hands-on) - Licensing support: study materials, exam reimbursement, and assistance - Monthly internet reimbursement - Home office equipment provided by Allstate Why Join Allstate - No Prospecting: Warm leads delivered directly to you - Career Growth: Develop your skills within a dynamic, supportive Fortune 100 company - Supportive Culture: Learn from best-in-class leaders and motivated teammates - Trusted Brand: Be part of a company with 90+ years of industry experience - Diverse & Reputable Product Suite: Sell from a wide portfolio that meets every customer’s needs Requirements - At least 1 year of experience in sales or customer service (with a sales focus) - Active Personal Lines or Property & Casualty license in your state of residence (preferred) - If unlicensed, willingness to obtain a Personal Lines or Property & Casualty license with Allstate’s support - High school diploma or GED required - Reliable high-speed internet with wired connection (Ethernet) - Dedicated, distraction-free home workspace (equipment provided) - Comfortable working evenings and weekends - Receptive to feedback and performance coaching - Strong communication, critical thinking, and multitasking skills - Competitive, highly self-motivated and enjoys being rewarded for your efforts - Able to work independently and hold yourself accountable for your performance - Ability to navigate multiple computer systems simultaneously This position is only available within the US, but not currently available for Puerto Rico, California, New York, Alaska, Hawaii, or Washington state residents. Candidates who reside in locations where the local minimum wage exceeds the base pay for this position are also not eligible for consideration. This is due to compliance with wage regulations and internal compensation practices. DS01 Skills Customer Centricity, Customer Insights, Customer Sales, Digital Literacy, Inclusive Leadership, Learning Agility, Results-Oriented, Sales, Sales Operations, Strategic Selling Compensation Target Total Compensation: $52,730–$76,480/year (Base Pay + Uncapped Performance-Based Incentives). Incentives are based on productivity and are not guaranteed. Payments are governed by the terms of the applicable sales bonus plan, which is subject to change at Allstate’s discretion. Base Pay: $18 per hour The candidate(s) offered this position will be required to submit to a background investigation. Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact. Allstate generally does not sponsor individuals for employment-based visas for this position. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the “EEO Know Your Rights” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs. To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.



