What are the responsibilities and job description for the Client Advisor, Private Client Group position at SCS Financial?
Firm Description
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS put s c lients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
Role
SCS is seeking a Client Advisor to join the Portsmouth or Boston office. As part of the client relationship team dedicated to serving the financial and investment needs of clients, this individual will work with clients to provide comprehensive wealth management services.
The ideal candidate will be a highly accomplished wealth management professional who possesses a track record of working with UHNW individuals, families and family offices as well as endowments and foundations. This person will thoroughly understand the issues, nuances and key topics relevant to this client base and be willing to provide the highest level of client service, professionalism and confidentiality.
Key Responsibilities For The Role Include
SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS put s c lients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
Role
SCS is seeking a Client Advisor to join the Portsmouth or Boston office. As part of the client relationship team dedicated to serving the financial and investment needs of clients, this individual will work with clients to provide comprehensive wealth management services.
The ideal candidate will be a highly accomplished wealth management professional who possesses a track record of working with UHNW individuals, families and family offices as well as endowments and foundations. This person will thoroughly understand the issues, nuances and key topics relevant to this client base and be willing to provide the highest level of client service, professionalism and confidentiality.
Key Responsibilities For The Role Include
- Directly engaging with clients to understand their needs, goals and risk tolerance;
- Thinking creatively and strategically about client needs and leading the development of client financial and investment plans
- Communicating complex financial solutions to clients and providing key strategic advice to clients, utilizing interpersonal communication and relationship-building skills.
- Connecting clients to the firm’s vast planning and investing expertise.
- Leading client meetings and designing the strategic framework for client presentations and analysis
- Developing and maintaining client relationships, ensuring a positive client experience.
- Serving in a leadership role on advisor team, mentoring and coaching junior advisors
- Minimum of a Bachelor’s degree; CFP or CFA designation preferred
- Series 65 is a requirement of the job and is financially supported, as needed, by the firm
- 5 years of experience in a relationship management role at a similar wealth management firm, investment management organization or private bank
- Fluency in planning and/or investment topics
- Excellent organizational, prioritization, and time management skills
- Analytical with a strong attention to detail; Problem solve effectively
- High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
- Strong written and oral communication skills
- Willingness to travel on occasion for client meetings
