Strategic Wealth & Client Experience VP

SCS; Los Angeles (CA); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

Annual bonus

Benefits package (medical, dental, and

Life insurance

401(k)

Job summary

SCS is seeking a Vice President to join the Los Angeles, California office as part of a client relationship team serving the financial and investment needs of clients. The VP will work with the team to ensure clients receive a world-class experience and will be well organized, energetic, and team-oriented.

This self-starter must have excellent communication, attention to detail, and a strong work ethic to deliver the highest level of client service.

Qualifications

• Minimum of a Bachelor’s degree; CFP or CFA designation preferred
• 5-7+ years of relevant professional experience in 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 solves effectively
• Willingness to travel on occasion for client meetings

Responsibilities

• Actively manage and oversee the client’s investment and financial plans
• Prepare client meeting presentations and oversee any manual reporting coordination
• Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
• Participate in client meetings and assist with client inquiries and requests in a timely manner
• Serve as first point of contact for some clients
• Think creatively and strategically about client needs
• Capitalize on experience to drive process and efficiency improvements
• Support new business development activities

Skills

Investment management

Wealth management

Estate planning

Tax accounting

Communication skills

Education

Bachelor's degree

CFP or CFA designation preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

SCS is seeking a Vice President to join the Los Angeles, California office as part of a client relationship team serving the financial and investment needs of clients. The VP will work with the team to ensure clients receive a world-class experience and will be well organized, energetic, and team-oriented.

This self-starter must have excellent communication, attention to detail, and a strong work ethic to deliver the highest level of client service.