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Associate, Client Advisor at Focus Financial Partners - ApplyBlast

Associate, Client Advisor

Focus Financial Partners

4 months ago

4.0 on Glassdoor

West Palm Beach, FL

Onsite

Full Time

Junior

0 applicants

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About this role

SCS Financial is seeking a Client Advisor to support the financial and investment needs of ultra-high-net-worth clients by implementing and managing strategic investment plans. The role involves coordinating account openings, preparing client presentations, monitoring portfolios, and collaborating with tax and estate planning professionals to ensure a sophisticated client experience. The ideal candidate will be organized, proactive, and possess strong communication skills with a commitment to discretion and professionalism.

Responsibilities

Coordinate account openings and portfolio administration
Prepare customized client presentations and reports
Monitor portfolios for alignment with investment guidelines
Collaborate with tax and estate planning professionals
Maintain accuracy and discretion in handling client data

Skills

Qualifications

Bachelor's degree in Finance or EconomicsCFA or CFP certification preferred

About Focus Financial Partners

focusfinancialpartners.com

Headquarters

St. Louis, Missouri, United States

Company Size

51-200 employees

Founded

2006

View Profile

Focus Financial Partners is a leading fiduciary advice company that delivers integrated wealth management, family office, and business management solutions at scale. Through its network of firms and the Focus Solutions platform, it empowers advisors to provide tailored, client-first experiences by offering a comprehensive suite of services including treasury, credit, tax, trust and estate planning, investment, and valuation services. The company operates across the United States, Canada, and Australia with a fiduciary philosophy at its core.