UHNW Client Advisor - Portfolio & Strategy Lead
Listed on 2026-10-07
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
SCS Financial is seeking an Associate, Client Advisor to support ultra-high-net-worth clients by helping implement and manage strategic and investment plans. You will coordinate account openings, portfolio administration, and prepare client materials while collaborating with tax and estate planning professionals, delivering discreet, high-caliber service from our Boston office.
The role emphasizes proactive, organized, and detail-oriented work with strong communication skills in a fast-paced,
Join us at Focus Partners Wealth as our next UHNW Client Advisor
- Portfolio & Strategy Lead in Northern, KY, United States.
We have an opening for a UHNW Client Advisor
- Portfolio & Strategy Lead in Northern, KY, United States within Finance.
This role, UHNW Client Advisor
- Portfolio & Strategy Lead at Focus Partners Wealth, could be your next opportunity.
Are you ready to take on the UHNW Client Advisor
- Portfolio & Strategy Lead role at Focus Partners Wealth?
(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).