Senior Wealth Advisor & Client Strategy Lead

Position Summary SCS is seeking a Vice President (“VP”) to join the Los Angeles, California office. As part of a client relationship team dedicated to serving financial and investment needs, the VP will work with the team to ensure SCS clients continue to receive a world class experience. This role is located in Los Angeles, CA. We seek candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail, and must provide the highest level of client service, professionalism, and confidentiality. Primary Responsibilities Actively manage and oversee the client’s investment and financial plans; Prepare client meeting presentations and oversee any manual reporting coordination; Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner; Participate in client meetings and assist with client inquiries and requests in a timely manner; Serve as first point of contact for some clients; Think creatively and strategically about client needs; Capitalize on experience to drive process and efficiency improvements; Support new business development activities Qualifications Minimum of a Bachelor’s degree; CFP or CFA designation preferred 5-7+ years of relevant professional experience in investment, wealth management, estate planning, or tax/accounting environment Fluency in planning and/or investment topics Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications Excellent organizational, prioritization, and time management skills Analytical with a strong attention to detail; problem solves effectively High energy and highly self‑motivated with the ability to thrive in an entrepreneurial environment Strong written and oral communication skills Willingness to travel on occasion for client meetings Compensation & Benefits This is an exempt position. Annualized base pay ranges from $150,000 to $175,000, varying based on experience, expertise, location, and skill set. Additional compensation may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k). Equal Opportunity Employer Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s skillset, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state, and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. #J-18808-Ljbffr Focus Financial Partners