Director of UHNW Wealth & Client Advisory

Focus Partners Wealth

Boston, Northern (MA, KY)

Hybrid

USD 175,000 - 200,000

Full time

7 days ago

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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.