Vice President, Client Advisor

Position Summary SCS is seeking a Vice President (“VP”) to join the Dallas, TX office. As a part of a client advisor team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience. We are seeking 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. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines. 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 highly preferred 5-7+ years of relevant professional experience in an 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 solve 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 for client meetings The annualized base pay range for this role is expected to be between $120,000 - $130,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. Equal Employment Opportunity Statement Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. For California Applicants: Information on your California privacy rights can be found here. For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act. #J-18808-Ljbffr Scsfinancial