SCS Financial is a wealth and investment management firm specializing in ultra-high-net-worth individuals, families, and institutions. We offer personalized, fee-only advisory services with an integrated and customized plan for each client's objectives. As part of Focus Financial Partners, SCS Financial emphasizes integrity, transparency, and a client-first approach, supported by a team of experienced professionals in a collaborative environment.
Open Positions
Client Advisor, Private Client Group
5+ years of experience in a relationship management role, minimum Bachelor's degree, and CFP or CFA designation preferred
Sr. Associate, Client Advisor
Bachelor's degree (Finance/related field preferred), 4-5+ years experience in wealth management, or related field, and strong financial understanding. Portfolio construction and custodianship experience preferred
Client Portfolio Manager
Bachelor’s degree req. 15+ yrs investment/portfolio exp. Strong client mgmt & tech skills
Vice President, Business Analyst
7-10 years' experience. Bachelor’s degree. Fluent in multiple technologies (Snowflake, PowerBI, Salesforce). Excellent communication and organization skills
Salesforce Lead
4+ years of hands-on Salesforce administration and development experience, Bachelor’s degree, preferably in a technical field
Senior Associate, Client Advisor
4-5 years of experience in wealth management, investment advisory, family office, or private banking serving UHNW clients, Bachelor's degree required, CFP or Masters in Financial Planning strongly preferred
Associate, Client Advisor
Bachelor's degree in Finance, Economics or related discipline, 0-3 years of relevant experience, strong proficiency in Microsoft Office, excellent organizational and communication skills
Associate, Client Operations
1-3 years of experience in performance, data, or fund operations, and/or fund accounting within the financial services industry. Bachelor’s degree and a demonstrated track record of academic success
Managing Director, Head of Marketing and Sales Strategy
10+ years of experience in marketing, sales enablement, or related roles, MBA preferred