UHNW Client Advisor (Private Wealth)

SCS; Atlanta (GA); On-site; USD 60,000 - 70,000; Full time

Job summary

SCS Financial is seeking an Associate, Client Advisor to join our growing team. You will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans.

Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals.

Qualifications

• Bachelor’s degree in Finance, Economics or related discipline.
• 1+ years of relevant professional experience.
• Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with Addepar or RedBlack would be additive).
• Interest in pursuing an advanced degree and/or professional certification (CFA, CFP) preferred.
• Excellent organizational, prioritization, and time management skills.
• Analytical with strong attention to detail; problem solve effectively.
• High energy and self-motivated with ability to thrive in an entrepreneurial environment.
• 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 target asset allocations and investment guidelines
• Confirm and track trading activity and other investment-related transactions
• Serve as a point of contact for client inquiries, ensuring timely and accurate responses
• Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs
• Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency
• Maintain a high level of accuracy, organization, and discretion in handling confidential client information
• Ensure all client-related activities are compliant with firm policies and regulatory standards

Skills

Communication skills

Organizational skills

Attention to detail

Team-oriented

Proactive

Discretion

Education

Bachelor's degree in Finance/Economics

CFA/CFP preferred

Tools

Microsoft Office

Addepar

RedBlack

Job description

SCS Financial is seeking an Associate, Client Advisor to join our growing team. You will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans.

Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals.