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Associate, Client Advisor at SCS Financial - ApplyBlast

Associate, Client Advisor

SCS Financial

27 days ago

3.6 on Glassdoor

Boston, Massachusetts, United States

Onsite

Full Time

Junior

0 applicants

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About this role

SCS Financial is seeking a highly motivated Associate, Client Advisor to support the financial and investment needs of ultra-high-net-worth clients by implementing and managing strategic and investment plans. The role involves coordinating account administration, preparing client presentations, monitoring portfolios, and collaborating with tax and estate planning professionals to deliver a seamless client experience. This position is based in Boston, Massachusetts.

Responsibilities

Support implementation and maintenance of clients' investment and strategic financial plans
Coordinate account openings, transfers, and ongoing portfolio administration
Prepare customized client meeting materials, presentations, and reports

Skills

Qualifications

Bachelor's degree in Finance, Economics or other related disciplineCFACFP

About SCS Financial

scsfinancial.com

Headquarters

Boston, Massachusetts, United States

Company Size

51-200 employees

Founded

2002

View Profile

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.