Vice President, Client Advisor

Responsibilities

• Actively manage and oversee the client’s investment and financial plans
• Prepare client meeting presentations and oversee manual reporting coordination
• Analyze, develop solutions, and communicate sophisticated wealth management topics
• Participate in client meetings and assist with inquiries and requests
• Serve as the first point of contact for select clients
• Support new business development activities
• Drive process and efficiency improvements

Requirements

• Bachelor’s degree
• 5-7+ years of professional experience in investment, wealth management, estate planning, or tax/accounting
• Fluency in planning and investment topics
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Strong organizational, prioritization, and time management skills
• Willingness to travel for client meetings

Preferred Qualifications

• CFP designation
• CFA designation

About the Company

SCS is part of Focus Financial Partners, a leading financial services firm providing integrated wealth management, family office, and business management services.