Position Summary
SCS Financial is seeking a highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship management , investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow, philanthropy and investments.
This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance analysis and family office services, with a long-term pathway to becoming a lead advisor.
This role is based in Boston, MA or Portsmouth, NH.
Primary Responsibilities
- Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients.
- Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client’s goals.
- Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews and tax analysis.
- Assist with the development of client presentation materials and participate in client meetings when appropriate.
- Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations.
- Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures.
- Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems.
- Support the preparation of proposals and investment materials for prospects and existing clients.
- Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency.
Qualifications
- Bachelor’s degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred.
- CFP® or Masters in Financial Planning strongly preferred
- 4–5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients.
- Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families.
- Prior experience working with custodians such as Fidelity, Schwab, or Pershing.
- Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling).
- Excellent organizational and communication skills; ability to present complex information clearly and professionally.
- Detail-oriented and solutions-driven, with a high standard of client service and discretion.
- Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision.
The annualized base pay range for this role is expected to be between $90,000-115,000. 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.
#LI-SF1
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: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Top Skills
What We Do
Founded in 2002, Boston based SCS Financial Services is an investment and wealth management firm, serving families, family offices and institutional investors. We manage approximately $30 billion in assets on behalf of our private clients and select institutions. We are an organization that thrives on partnering with our clients, exceeding expectations and delivering superior investment results.
SCS has never compromised. Our business model is client-aligned. Our professionals are world-class. Our team-based approach, both internal and external, produces a work environment and culture that is centered on consistently serving the best interests of our clients.
The firm's overall business strengths include our employees and culture, tremendous relationships with our clients, a leadership position in the industry, excellent investment performance both for multi-asset class portfolios and private investments, and a powerful technology platform.
We know that our ability to continuously succeed for our clients depends squarely on the caliber of professional talent we bring to our company. If you are an experienced wealth management professional looking to join a fast-paced rapidly growing organization that will challenge you and offer the opportunity for professional growth and success, then please forward your resume to [email protected]. SCS Financial Services is an equal opportunity employer. No phone calls please.
