Director, Client Advisor

Focus Financial Partners; Boston (MA); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

Annual cash bonus

Medical

Dental

Vision

Life insurance

401(k)

Job summary

SCS Financial in Boston, MA seeks an experienced Director, Client Advisor to deliver comprehensive wealth management solutions to ultra-high-net-worth individuals and families. The role emphasizes investment management, estate planning, tax coordination, and strategic planning, with a focus on discretion, client service, and fiduciary responsibility within a multi-adviser team.

The Director will lead client meetings, coordinate with lawyers and accountants, mentor junior staff, contribute to

Qualifications

• Bachelor's degree required; CFP, CPA or estate attorney preferred; Series 65 required
• 10+ years in investment/wealth management or related fields
• Strong planning and investment knowledge

Responsibilities

• Lead development and oversight of comprehensive wealth strategies
• Lead client meetings and present tailored advice
• Analyze complex financial situations and present concepts clearly
• Act as primary contact for select UHNW clients, ensuring white-glove service
• Coordinate with external advisors to implement holistic solutions
• Mentor junior team members and support business development

Skills

Wealth management

Client advisory

Financial planning

Communication skills

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

Job Description Summary

SCS Financial is seeking an experienced and highly credentialed Director, Client Advisor to join our Boston, MA office. This individual will play a key role in delivering comprehensive, customized wealth management solutions to ultra-high-net-worth individuals, families, family offices, and select institutional clients, including endowments and foundations. The ideal candidate is a seasoned wealth management professional with a proven track record of advising sophisticated clients across complex financial landscapes. They bring deep expertise in investment management, estate planning, and strategic financial planning, along with a strong understanding of the unique needs and expectations of this clientele. A high degree of discretion, professionalism, and a commitment to exceptional client service are essential.

Job Description

Primary Responsibilities

• Serve as a trusted advisor, leading the development, execution, and oversight of clients' comprehensive financial strategies-including investment management, estate planning, tax coordination, and philanthropic goals
• Lead and facilitate client meetings and presentations, delivering thoughtful, tailored advice with clarity and confidence
• Analyze complex financial situations and present sophisticated wealth planning concepts in a clear, actionable, and client-friendly manner
• Act as the primary point of contact for a select group of ultra-high-net-worth clients, ensuring a responsive, proactive, and white-glove client experience
• Collaborate closely with clients' external advisors, including attorneys, accountants, and trustees, to coordinate and implement holistic financial solutions
• Anticipate and respond to evolving client needs with creative, strategic thinking and personalized advice
• Identify and implement opportunities to enhance internal processes, team collaboration, and service delivery efficiencies
• Contribute to business development efforts, including participating in prospect meetings, developing proposals, and helping onboard new relationships
• Mentor and guide junior team members, contributing to the professional development and strength of the broader advisory team

Qualifications

• Minimum of a Bachelor's degree; CFP, CPA or estate attorney preferred; Series 65 required
• 10 + 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 on occasion for client meetings

This position is anexempt position. The annualized base pay range for this role is expected to be between $175,000 - 200,000base 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.

• annual cash bonus
• medical
• dental
• vision
• life insurance
• 401(k)

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 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]

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.

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.