UHNW Client Advisor Associate — Wealth Strategy

Focus Financial Partners; Boston (MA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

SCS Financial in Boston, MA seeks an Associate, Client Advisor to support ultra‑high‑net‑worth clients by implementing and managing strategic investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations, working with tax and estate planning professionals to deliver sophisticated service.

This exempt role requires organization, initiative, and excellent communication; you will collaborate with senior staff to ensure discretion and a

Qualifications

• Bachelor's degree in Finance or Economics.
• 1+ years of relevant professional experience.
• Strong MS Word, Excel, and PowerPoint skills; Addepar/RedBlack a plus.
• Excellent organizational, prioritization and time management skills.
• Analytical with strong attention to detail; proactive and self‑driven.
• Strong written and oral communication skills.

Responsibilities

• Support the implementation and maintenance of clients’ investment and strategic financial plans.
• Coordinate account openings, transfers, and ongoing portfolio administration.
• Prepare customized client meeting materials, presentations, and reports.
• Monitor portfolios to ensure alignment with asset allocations and guidelines.
• Confirm and track trading activity and other investment-related transactions.
• Serve as a point of contact for client inquiries and respond timely.

Skills

Client service

Portfolio support

Financial analysis

Communication

Attention to detail

Time management

Education

Bachelor's degree in Finance/Economics

Tools

Addepar

RedBlack

Microsoft Office

Job description

SCS Financial in Boston, MA seeks an Associate, Client Advisor to support ultra‑high‑net‑worth clients by implementing and managing strategic investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations, working with tax and estate planning professionals to deliver sophisticated service.

This exempt role requires organization, initiative, and excellent communication; you will collaborate with senior staff to ensure discretion and a