Client Advisor

Focus Financial Partners; Dallas (TX); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Annual cash bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

SCS in Dallas, TX seeks a Client Advisor to join the wealth management team. You will manage client investment plans, prepare meetings, and translate complex topics into clear guidance for clients.

Excellent communication, organization, and detail orientation are essential as you support growth and client service excellence. The role requires 5+ years in relevant fields, a Bachelor's degree, and CFP/CFA designations are preferred.

Qualifications

• Bachelor's degree required; CFP/CFA designation highly preferred.
• 5+ years in investment/wealth management, estate planning, or tax/accounting.
• Fluency in planning or investment topics.
• Proficient in Word, Excel, PowerPoint and Outlook.
• Strong organizational, prioritization, and time management skills.
• Analytical with attention to detail; strong problem solving.
• High energy, self-motivated in an entrepreneurial environment.
• Strong written and oral communication; travel for client meetings.

Responsibilities

• Actively manage and oversee clients' investment and financial plans.
• Prepare client meeting presentations and coordinate reporting.
• Analyze and communicate wealth management topics clearly.
• Participate in client meetings and respond to inquiries promptly.
• Serve as first point of contact for select clients.
• Think strategically to meet client needs.
• Drive process and efficiency improvements.
• Support new business development activities.

Skills

Investment experience

Wealth management

Communication skills

Attention to detail

Time management

Willingness to travel

Education

Bachelor's degree

CFP designation

CFA designation

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Job Description Summary

SCS is seeking a Client Advisor to join the Dallas, TX office. As a part of a client advisor team dedicated to serving the financial and investment needs of clients, the Client Advisor will work with the team to ensure that SCS clients continue to receive a world class experience.

We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.

Job Description

Primary Responsibilities

• Actively manage and oversee the client's investment and financial plans
• Prepare client meeting presentations and oversee any manual reporting coordination
• Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
• Participate in client meetings and assist with client inquiries and requests in a timely manner
• Serve as first point of contact for some clients
• Think creatively and strategically about client needs
• Capitalize on experience to drive process and efficiency improvements
• Support new business development activities

Qualifications

• Minimum of a Bachelor's degree; CFP or CFA designation highly preferred
• 5-7+ years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment
• Fluency in planning and/or investment topics
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications
• 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 for client meetings

This position is an exempt position. The annualized base pay range for this role is expected to be between $120,000-$130,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the world's most ambitious wealth creators-ultra-high-net-worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi-generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi-asset class portfolio management, access to private investments, holistic wealth and estate planning, next-generation education, and purpose-driven advisory. SCS is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white-glove client experience.

SCS is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. Learn more at scsfinancial.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.