Director, Client Advisor

Focus Partners Wealth; Boston, Northern (MA, KY); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Job summary

SCS Financial in Boston seeks a Directors-level Client Advisor to lead the development and oversight of sophisticated wealth strategies for ultra-high-net-worth clients, families, and select institutions. You will coordinate with attorneys and accountants, deliver tailored investment and estate planning guidance, and nurture long-term relationships.

The role requires senior-level expertise, excellent communication, and willingness to travel for client meetings.

Qualifications

• Bachelor’s degree required; CFP/CPA or estate attorney preferred; Series 65 required.
• 10+ years in investment, wealth management, estate planning, or tax/accounting.
• Strong knowledge of planning and investment topics; excellent communication skills.

Responsibilities

• Lead development and oversight of clients’ comprehensive financial strategies, including investments and estate planning.
• Attend and lead client meetings with clarity and tailored advice.
• Coordinate with external advisors to implement holistic solutions for UHNW clients.
• Manage a select group of high-net-worth clients with proactive, high-touch service.
• Support business development through prospect meetings and onboarding new relationships.

Skills

Wealth management

Investment planning

Client advisory

Financial analysis

Education

Bachelor's degree

CFP

CPA

Estate attorney

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

## Director, Client AdvisorApply: Partially Remote: Boston, Massachusetts: Full time: Posted Today: JR100461**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 an **exempt** 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.