Director, Client Advisor

Job Description Summary:

SCS Financial is seeking an experienced and highly credentialed Director Client Advisor to join our Boston MA office. This individual will play a key role in delivering comprehensive customized wealth management solutions to ultra-high-net-worth individuals families family offices and select institutional clients including endowments and foundations. The ideal candidate is a seasoned wealth management professional with a proven track record of advising sophisticated clients across complex financial landscapes. They bring deep expertise in investment management estate planning and strategic financial planning along with a strong understanding of the unique needs and expectations of this clientele. A high degree of discretion professionalism and a commitment to exceptional client service are essential.

Job Description:

Primary Responsibilities

• Serve as a trusted advisor leading the development execution and oversight of clients comprehensive financial strategiesincluding investment management estate planning tax coordination and philanthropic goals
• Lead and facilitate client meetings and presentations delivering thoughtful tailored advice with clarity and confidence
• Analyze complex financial situations and present sophisticated wealth planning concepts in a clear actionable and client-friendly manner
• Act as the primary point of contact for a select group of ultra-high-net-worth clients ensuring a responsive proactive and white-glove client experience
• Collaborate closely with clients external advisors including attorneys accountants and trustees to coordinate and implement holistic financial solutions
• Anticipate and respond to evolving client needs with creative strategic thinking and personalized advice
• Identify and implement opportunities to enhance internal processes team collaboration and service delivery efficiencies
• Contribute to business development efforts including participating in prospect meetings developing proposals and helping onboard new relationships
• Mentor and guide junior team members contributing to the professional development and strength of the broader advisory team

Qualifications

• Minimum of a Bachelors degree; CFP CPA or estate attorney preferred; Series 65 required
• 10 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 on occasion for client meetings

This position is an exempt position. The annualized base pay range for this role is expected to be between $175000 - 200000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

SCS Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the worlds most ambitious wealth creatorsultrahighnetworth individuals families and institutions. SCS exists to transform wealth into possibility helping its clients protect and amplify their capital align it with their purpose and build multigenerational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multiasset class portfolio management access to private investments holistic wealth and estate planning nextgeneration education and purposedriven advisory. SCS is supported by a modern scalable technology infrastructure that enhances its ability to deliver a seamless proactive whiteglove client experience.

SCS is part of Focus a leading financial services firm comprised of wealth management family office and business management services. Learn more at or follow the company on LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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

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Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company on LinkedIn .

EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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

The following language is for US based roles only

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.

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 states 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.

Required Experience:

Director