Director, Client Advisor

Scs financial is seeking an experienced and highly credentialed director, client advisor to join our boston or portsmouth office. This individual will play a key role in delivering comprehensive, customized wealth management solutions to ultra-high-net-worth individuals, families, family offices, and select institutional clients, including endowments and  ideal candidate is a seasoned wealth management professional with a proven track record of advising sophisticated clients across complex financial landscapes.

They bring deep expertise in investment management, estate planning, and strategic financial planning, along with a strong understanding of the unique needs and expectations of this clientele. A high degree of discretion, professionalism, and a commitment to exceptional client service are essential.

This role is based in boston, ma or portsmouth, ma.

Primary responsibilities

• serve as a trusted advisor, leading the development, execution, and oversight of clients’ comprehensive financial strategies—including investment management, estate planning, tax coordination, and philanthropic goals

• lead and facilitate client meetings and presentations, delivering thoughtful, tailored advice with clarity and confidence

• analyze complex financial situations and present sophisticated wealth planning concepts in a clear, actionable, and client-friendly manner

• act as the primary point of contact for a select group of ultra-high-net-worth clients, ensuring a responsive, proactive, and white-glove client experience

• collaborate closely with clients’ external advisors, including attorneys, accountants, and trustees, to coordinate and implement holistic financial solutions

• anticipate and respond to evolving client needs with creative, strategic thinking and personalized advice

• identify and implement opportunities to enhance internal processes, team collaboration, and service delivery efficiencies

• contribute to business development efforts, including participating in prospect meetings, developing proposals, and helping onboard new relationships

• mentor and guide junior team members, contributing to the professional development and strength of the broader advisory team

Qualifications

• minimum of a bachelor’s degree; cfp, cpa or estate attorney preferred; series 65 required

• 7 + years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment

• fluency in planning and/or investment topics

• proficient in microsoft word, excel, power point and outlook applications

• excellent organizational, prioritization, and time management skills

• analytical with a strong attention to detail; problem solve effectively

• high energy and highly self-motivated with the ability to thrive in an entrepreneurial environment

• strong written and oral communication skills

• willingness to travel on occasion for client meetings

The annualized base pay range for this role is expected to be between $145,,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

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Scs financial, focus partners family office and ocio, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. Scs puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform.

Scs manages over $42 billion in assets and is headquartered in boston with additional offices in atlanta, charlotte, dallas, lexington, los angeles, nashville, new york, portsmouth, providence, tampa, and west palm beach.

For california applicants:…