Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Client Advisor Associate. Be the first to apply!