UHNW Client Advisor – Strategic Wealth Associate
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Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
SCS Financial seeks an Associate, Client Advisor to support UHNW clients by implementing and managing strategic investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations while assisting senior team members in delivering a seamless, discreet client experience.
The role emphasizes organization, proactiveness, and strong communication skills to support trading, portfolio monitoring, and cross‑functional collaboration with tax and estate
The following position is for a UHNW Client Advisor – Strategic Wealth Associate with LE0219 SCS Capital Management LLC.
The position is based in Atlanta, GA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 60.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the UHNW Client Advisor – Strategic Wealth Associate role in the description above.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).