UHNW Client Advisor; Private Wealth
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
SCS Financial is seeking an Associate, Client Advisor to join our growing team. You will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans.
Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals.
Are you ready to take on the UHNW Client Advisor (Private Wealth) role at SCS?
We are seeking a motivated UHNW Client Advisor (Private Wealth) to join SCS in Atlanta, GA, United States.
Consider building your career as a UHNW Client Advisor (Private Wealth) at SCS.
The UHNW Client Advisor (Private Wealth) position in the Sales field is open for applications.
We have an opening for a UHNW Client Advisor (Private Wealth) in Atlanta, GA, United States within Sales.
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