UHNW Client Advisor Associate — Wealth Strategy
Listed on 2026-11-02
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
SCS Financial in Boston, MA seeks an Associate, Client Advisor to support ultra‑high‑net‑worth clients by implementing and managing strategic investment plans. You will coordinate account openings, portfolio administration, and prepare client presentations, working with tax and estate planning professionals to deliver sophisticated service.
This exempt role requires organization, initiative, and excellent communication; you will collaborate with senior staff to ensure discretion and a
Join us at Focus Financial Partners as our next UHNW Client Advisor Associate — Wealth Strategy in Boston, MA, United States.
Join Focus Financial Partners and contribute to our ongoing work.
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This posting is for the UHNW Client Advisor Associate — Wealth Strategy role at Focus Financial Partners, based in Boston, MA, United States.
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