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 client inquiries
• 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 a fiduciary wealth and investment management firm serving ultra-high-net-worth individuals, families, and institutions. As part of Focus Financial Partners, SCS provides an integrated family office and investment platform including multi-asset class portfolio management, private investments, and holistic wealth planning.