Vice President, Private Client Group
SCS Financial(11 days ago)
About this role
SCS Financial, a leading fiduciary wealth and investment management firm specializing in ultra-high-net-worth clients, is seeking a Vice President to join their team in Boston or Portsmouth. The role involves managing and enhancing client investment and financial plans, delivering exceptional service, and supporting business development within a comprehensive wealth management environment.
Required Skills
- Financial Planning
- Investment Management
- Private Investments
- Client Service
- Communication
- Financial Analysis
- Microsoft Excel
- Microsoft PowerPoint
- Time Management
- Wealth Management
Qualifications
- Bachelor’s degree
- CFP or CFA designation
- 5-7 years experience in investment or wealth management
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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