Associate Client Advisor UHNW Wealth
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-28
Listing for:
LE0219 SCS Capital Management LLC
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
SCS Financial in Boston, MA is seeking an Associate, Client Advisor to support UHNW clients by implementing and managing strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations.
You will work with senior staff to deliver a seamless client experience, foster strong communication, and ensure accuracy and discretion. A Bachelor’s degree is required and CFA/ CFP pursuit is encouraged; 1+ years of experience; strong MS Office
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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