Associate, Client Advisor
Focus Partners Wealth(4 months ago)
About this role
SCS Financial is looking for an Associate, Client Advisor to support ultra-high-net-worth clients by assisting with financial and investment planning, account management, and client service. The role involves collaboration with professionals and ensuring a high standard of client experience.
Required Skills
- Excel
- PowerPoint
- Financial Planning
- Portfolio Management
- Client Service
- Communication
- Organizational Skills
- Attention to Detail
- Investment Management
- Financial Analysis
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
View more jobs at Focus Partners Wealth →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Focus Partners Wealth
Similar Jobs
Vice President, Private Client Group
SCS Financial(10 days ago)
Vice President, Private Client Group
SCS Financial(11 days ago)
Developing Investment Advisor - Vancouver, Richmond & Coquitlam
TD Bank Group(1 month ago)
Senior Wealth Advisor
Focus Partners Wealth(1 month ago)
Partner, Senior Wealth Advisor (Hybrid - Portland)
Mercer Advisors(2 months ago)
Business Analyst, Private Client Group and Sales Enablement
SCS Financial(4 days ago)