Senior Wealth Advisor for UHNW Families & Offices

LE0219 SCS Capital Management LLC; Boston (MA); Sur place; USD 175 000 - 200 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Résumé du poste

SCS Financial, a premier wealth management firm in Boston, MA, seeks a Director, Client Advisor to lead customized strategies for UHNW individuals, families, and select institutional clients. You will coordinate investment management, estate planning, and philanthropy while maintaining premier client service.

You will mentor junior staff, drive business development, and maintain confidentiality and professional discretion in all client interactions.

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.

Responsabilités

• 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.

Connaissances

Wealth management

Investment planning

Financial planning

Client relationship management

Travel willingness

Formation

Bachelor's degree

CFP/CPA or estate attorney preferred

Series 65

Outils

Microsoft Word

Excel

PowerPoint

Outlook

Description du poste

SCS Financial, a premier wealth management firm in Boston, MA, seeks a Director, Client Advisor to lead customized strategies for UHNW individuals, families, and select institutional clients. You will coordinate investment management, estate planning, and philanthropy while maintaining premier client service.

You will mentor junior staff, drive business development, and maintain confidentiality and professional discretion in all client interactions.