Sr. Associate, Client Advisor
SCS FinancialBoston, Massachusetts, United States • Portsmouth, New Hampshire, United States
Posted August 13, 2025
Full Time
About the Company
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.
Job Description
SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to join their team and provide comprehensive financial guidance to ultra-high-net-worth individuals and families. The role involves client relationship management, investment implementation, and holistic wealth management, with opportunities for growth to lead a team. This position is based in Boston or Portsmouth, NH.
Requirements
- Serve as a key member of client service teams
- Collaborate with internal and external specialists
- Conduct financial analyses and prepare customized reporting packages
- Assist with client presentation and follow-up
Benefits
- Competitive salary
- Opportunities for professional development
- Collaborative work environment
