UHNW Private Wealth Client Advisor

Scsfinancial; West Palm Beach (FL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

SCS Financial in West Palm Beach, FL is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by implementing and managing strategic financial plans. Responsibilities include coordinating account openings, preparing client materials, and collaborating with professionals in tax and estate planning.

The ideal candidate has a Bachelor's degree in Finance or Economics, at least 1 year of experience, and strong communication skills.

This role offers a competitive salary of $60,000–$75,000 and additional benefits.

Qualifications

• 1+ years of relevant professional experience.
• Interest in pursuing an advanced degree or professional certification (CFA, CFP, etc.) preferred.
• Strong proficiency in Microsoft Office applications.

Responsibilities

• Support the implementation and maintenance of investment and financial plans.
• Coordinate account openings and portfolio administration.
• Prepare customized client meeting materials and reports.

Skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Attention to detail

Communication skills

Education

Bachelor’s degree in Finance, Economics or related discipline

Tools

Addepar

RedBlack

Job description

SCS Financial in West Palm Beach, FL is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by implementing and managing strategic financial plans. Responsibilities include coordinating account openings, preparing client materials, and collaborating with professionals in tax and estate planning.

The ideal candidate has a Bachelor's degree in Finance or Economics, at least 1 year of experience, and strong communication skills.

This role offers a competitive salary of $60,000–$75,000 and additional benefits.