Director, UHNW Wealth 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

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