Client Advisor, Private Client Group Position Available In Suffolk, Massachusetts

SCS Financial
Client Advisor, Private Client Group
Job Posted 3 Days Ago Reposted 3 Days Ago
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2 Locations
Senior level
The Client Advisor will engage with UHNW clients to develop financial plans, provide strategic advice, and manage relationships while mentoring junior advisors.
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AI Firm Description:

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. Role SCS is seeking a Client Advisor to join the Portsmouth or Boston office. As part of the client relationship team dedicated to serving the financial and investment needs of clients, this individual will work with clients to provide comprehensive wealth management services. The ideal candidate will be a highly accomplished wealth management professional who possesses a track record of working with UHNW individuals, families and family offices as well as endowments and foundations. This person will thoroughly understand the issues, nuances and key topics relevant to this client base and be willing to provide the highest level of client service, professionalism and confidentiality. Key responsibilities for the role include: Directly engaging with clients to understand their needs, goals and risk tolerance; Thinking creatively and strategically about client needs and leading the development of client financial and investment plans Communicating complex financial solutions to clients and providing key strategic advice to clients, utilizing interpersonal communication and relationship-building skills. Connecting clients to the firm’s vast planning and investing expertise. Leading client meetings and designing the strategic framework for client presentations and analysis Developing and maintaining client relationships, ensuring a positive client experience. Serving in a leadership role on advisor team, mentoring and coaching junior advisors Qualifications Minimum of a Bachelor’s degree; CFP or CFA designation preferred Series 65 is a requirement of the job and is financially supported, as needed, by the firm
5+ years of experience in a relationship management role at a similar wealth management firm, investment management organization or private bank
Fluency in planning and/or investment topics
Excellent organizational, prioritization, and time management skills
Analytical with a strong attention to detail; Problem solve effectively
High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
Strong written and oral communication skills
Willingness to travel on occasion for client meetings HQ
SCS Financial Boston, Massachusetts, USA Office 888 Boylston Street, Suite 1010, Boston, MA, United States, 02199