Associate, Client Advisor

SCS Financial(4 days ago)

Boston, MAOnsiteFull TimeJunior$70,000 - $90,000Wealth Management/Financial Services

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.

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Required Skills

Microsoft Word
Excel
PowerPoint
Client Management
Financial Planning

About SCS Financial

scsfinancial.com

SCS 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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