UHNW Private Wealth Client Advisor
$60k - $75kScsfinancial
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. #J-18808-Ljbffr Scsfinancial
Vacancy posted 3 days ago
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