Associate Wealth Advisor jobs in United States
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SCS Financial · 8 hours ago

Associate Wealth Advisor

positionBourbonnais, IL
timeFull-time
remoteHybrid
seniorityEntry Level
money$65K/yr - $69K/yr
date2+ years exp

SCS Financial is seeking an Associate Wealth Advisor to join their planning centric team dedicated to creating personalized wealth advice. The role involves partnering with Wealth Advisors to maintain client relationships and engage in financial planning processes including retirement, risk management, tax, estate, and investment planning.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Ability to independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
Complete client billing reviews and ensure compliance for the advisory team
Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
The ability to meet with clients in person. Some travel may be required

Qualification

Series 65 certificationFinancial planning knowledgeInvestment strategy developmentFinancial service experienceAnalytical skillsClient communicationInterpersonal skillsAttention to detailTeam-oriented approach

Required

Bachelor's Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Strong interpersonal skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4

Benefits

Annual cash bonus
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