Position Summary
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 foundations. The 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, PowerPoint 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 $145,000-200,000. 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: 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.
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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.
