Associate, Client Advisor
SCS Financial
About this role
SCS Financial is seeking a motivated Associate, Client Advisor to support ultra-high-net-worth clients with their financial and investment needs. The role involves assisting in implementing financial strategies, managing client accounts, preparing presentations, and collaborating with professionals to ensure a high level of service. The position offers opportunities to work in a collaborative and growth-oriented environment in the wealth management industry.
Skills
About SCS Financial
scsfinancial.comSCS Financial is an investment and wealth management firm offering personalized, consultative financial planning and investment management. With offices in Boston, New York, California and Rhode Island, the firm helps clients develop tailored strategies for retirement, wealth preservation, and portfolio management. SCS emphasizes an ongoing, relationship-driven approach to managing clients’ financial lives.
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About SCS Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for SCS Financial.
Salary
$70k – $90k
per year