UHNW Client Advisor Associate
Jobr
SCS Financial is seeking a highly motivated Associate, Client Advisor in West Palm Beach, FL, to support ultra-high-net-worth clients by managing their strategic and investment plans. Key responsibilities include account administration, preparing client presentations, and collaborating with financial professionals. The ideal candidate will have a Bachelor’s degree in Finance or Economics, proficiency in Excel, Word, and PowerPoint, and excellent communication skills. The role offers a base salary between $60,000–$70,000 plus benefits. #J-18808-Ljbffr
Vacancy posted more than 2 months ago
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