UHNW Client Advisor - Partial Remote (Atlanta)

Focus Partners Wealth; Atlanta (GA); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

SCS Financial in Atlanta is seeking an Associate, Client Advisor to support ultra‑high‑net‑worth clients by helping implement and manage strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client materials.

The role emphasizes discretion, strong communication, and teamwork. You’ll collaborate with tax and estate planning professionals, monitor portfolios, and respond to client requests, with a base salary of $60,000–$70,000 and a

Qualifications

• Bachelor’s degree in Finance, Economics or related field.
• Interest in advanced degree or professional certification (CFA/ CFP) encouraged.
• 1+ years of relevant professional experience.
• Strong proficiency in Word, Excel and PowerPoint; experience with Addepar or RedBlack is a plus.

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 target allocations and guidelines.
• Confirm and track trading activity and other investment-related transactions.
• Collaborate with tax advisors and estate planning professionals to address client needs.

Skills

Strong communication

Analytical skills

Organizational skills

Proactive team player

Education

Bachelor's degree in Finance or Economics

Tools

Excel

Word

PowerPoint

Addepar

RedBlack

Job description

SCS Financial in Atlanta is seeking an Associate, Client Advisor to support ultra‑high‑net‑worth clients by helping implement and manage strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client materials.

The role emphasizes discretion, strong communication, and teamwork. You’ll collaborate with tax and estate planning professionals, monitor portfolios, and respond to client requests, with a base salary of $60,000–$70,000 and a