Senior Wealth Advisor & Client Strategy Lead

LE0219 SCS Capital Management LLC; Town of Texas (WI); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

SCS Focus Partners Family Office and OCIO in Dallas, TX seeks a Vice President to join the client advisory team serving ultra-high-net-worth clients. You will oversee investment plans, prepare meetings, and communicate sophisticated wealth topics with clarity.

The ideal candidate has a Bachelor’s degree, CFP or CFA preferred, 5-7+ years in investment/wealth management, and strong communication and organizational skills. Travel for client meetings may be required.

Qualifications

• Bachelor’s degree required; CFP or CFA designation highly preferred.
• 5–7+ years of relevant experience in investment/wealth management, estate planning, or tax/accounting.
• Fluency in planning and/or investment topics.
• Proficient in MS Office applications (Word, Excel, PowerPoint, Outlook).
• Excellent organizational, prioritization, and time management skills.

Responsibilities

• Actively manage and oversee the client’s investment and financial plans.
• Prepare client meeting presentations and oversee manual reporting coordination.
• Explain sophisticated wealth management topics clearly and concisely to clients.
• Participate in client meetings and assist with client inquiries and requests promptly.
• Serve as first point of contact for select clients.
• Think creatively and strategically about client needs.
• Support new business development activities.

Skills

Investment planning

Client service

Time management

Attention to detail

Education

Bachelor’s degree

CFP/CFA designation

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

SCS Focus Partners Family Office and OCIO in Dallas, TX seeks a Vice President to join the client advisory team serving ultra-high-net-worth clients. You will oversee investment plans, prepare meetings, and communicate sophisticated wealth topics with clarity.

The ideal candidate has a Bachelor’s degree, CFP or CFA preferred, 5-7+ years in investment/wealth management, and strong communication and organizational skills. Travel for client meetings may be required.