Senior Associate, Client Advisor

SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families.

Requirements

• Bachelor’s degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred.
• CFP® or Masters in Financial Planning strongly preferred
• 4–5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients.
• Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families.
• Prior experience working with custodians such as Fidelity, Schwab, or Pershing.
• Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling).
• Excellent organizational and communication skills; ability to present complex information clearly and professionally.
• Detail-oriented and solutions-driven, with a high standard of client service and discretion.
• Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision.

Benefits

• Comprehensive benefits package
• Meaningful annual cash opportunity