UHNW Client Advisor: Investment Strategy & Service
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Finance & Banking
Job Description & How to Apply Below
SCS Financial is seeking an Associate, Client Advisor to support ultra‑high‑net‑worth clients by coordinating investment plans, portfolio administration, and client communications.
You will prepare client materials, assist with trading oversight, and collaborate with tax and estate planning professionals to address complex needs while upholding discretion and superior service standards.
We are currently recruiting a UHNW Client Advisor:
Investment Strategy & Service for our team in Atlanta, GA, United States.
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:
Investment Strategy & Service role in the description above.
We appreciate your interest in this position.
Join Focus Financial Partners and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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