Senior Associate, Client Advisor

Senior Associate, Client Advisor SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This unique opportunity involves working closely with senior wealth management professionals to deliver comprehensive financial guidance to ultra-high-net-worth individuals and families. This role supports client relationship management, investment implementation, and holistic wealth management across areas such as estate, tax, cash flow, philanthropy, and investments. Responsibilities include client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. This role is located in Los Angeles, CA. Primary Responsibilities Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients. Collaborate with internal and external specialists to identify, coordinate, and implement client strategies aligned with client goals. Conduct financial analyses and prepare customized reporting packages, including cash‑flow projections, estate summaries, flow charts, gift ledgers, insurance reviews, and tax analysis. Assist with development of client presentation materials and participate in client meetings when appropriate. Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations. Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures. Maintain accurate and up‑to‑date client records, documentation, and reporting within CRM and portfolio systems. Support preparation of proposals and investment materials for prospects and existing clients. Identify process‑improvement opportunities and contribute to firm‑wide initiatives that enhance client service, reporting, and operational efficiency. Qualifications Bachelor’s degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred. CFP or Master’s in Financial Planning strongly preferred. 4–6+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients. Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families. Prior experience working with custodians such as Fidelity, Schwab, or Pershing. Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling). Excellent organizational and communication skills; ability to present complex information clearly and professionally. Detail‑oriented and solutions‑driven, with a high standard of client service and discretion. Ability to thrive in a collaborative, high‑performing team environment and take initiative with minimal supervision. Compensation & Benefits This is an exempt position. The annualized base pay range is $120,000–$130,000. Additional compensation may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k), among other rewards. Equal Opportunity Employer Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s skillset, without regard to protected characteristics such as race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law. #J-18808-Ljbffr Focus Financial Partners