Associate, Client Advisor jobs in United States
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SCS Financial · 9 hours ago

Associate, Client Advisor

positionLA Metro Area
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$70K/yr - $90K/yr
date0+ years exp

SCS Financial is seeking a highly motivated Associate, Client Advisor to join their growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Responsibilities include coordinating account openings, preparing client presentations, and collaborating with tax and estate planning professionals.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Support the implementation and maintenance of clients’ investment and strategic financial plans
Coordinate account openings, transfers, and ongoing portfolio administration
Prepare customized client meeting materials, presentations, and reports
Monitor portfolios to ensure alignment with target asset allocations and investment guidelines
Confirm and track trading activity and other investment-related transactions
Serve as a point of contact for client inquiries, ensuring timely and accurate responses
Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs
Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency
Maintain a high level of accuracy, organization, and discretion in handling confidential client information
Ensure all client-related activities are compliant with firm policies and regulatory standards

Qualification

Finance degreeMicrosoft ExcelMicrosoft PowerPointCFA certificationCFP certificationOrganizational skillsCommunication skillsAttention to detailProblem solvingTime management

Required

Minimum of a Bachelor's degree in Finance, Economics or other related discipline
0-3 years of relevant professional experience
Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)
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

Preferred

Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred

Benefits

Meaningful annual cash opportunity
Comprehensive benefits package

Company

SCS Financial

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SCS Financial is an investment and wealth management firm based in Boston. It is a sub-organization of Focus Financial Partners.
dateFounded in 2002
location
Boston, Massachusetts, USA
people-size51-200 employees
web-link
http://scsfinancial.com

H1B Sponsorship

SCS Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (2)

Funding

Current Stage
Growth Stage
Total Funding
unknown
2012-01-01Series Unknown

Leadership Team

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Lane MacDonald
Chief Investment Officer and Chair of Investment Committee
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Recent News

GlobeNewswire
Ultimus Assists with Successful Fund Conversions for SCS Financial
2025-12-10
citybiz
SCS Financial Appoints Adrienne Penta as National Head of Wealth Management
2025-01-09
Company data provided by crunchbase