UHNW Client Advisor - Portfolio & Strategy Lead
Focus Partners Wealth
SCS Financial 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 while collaborating with tax and estate planning professionals, delivering discreet, high-caliber service from our Boston office. The role emphasizes proactive, organized, and detail-oriented work with strong communication skills in a fast-paced, #J-18808-Ljbffr Focus Partners Wealth
Vacancy posted 5 days ago
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