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 puts clients’ 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
Qualifications
- 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
What We Do
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results.
SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients.
The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform.
We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
