Senior Associate, Client Advisor

Position Summary

SCS Financial isseekinga highly motivated and detail-oriented SeniorAssociateClient 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 relationshipmanagementinvestment implementation and holistic wealth management efforts across multiple areas of client wealth such as estate tax cash flowphilanthropyand 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 insuranceanalysisand family office services with a long-term pathway to becoming a lead advisor.

This role is located in Los Angeles CA.

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 internaland externalspecialists (e.g. investments tax estate insurance) toidentifycoordinate and implement client strategiesthat are aligned with the clients goals.
• Conduct financial analyses and prepare customized reporting packagesincludingcashflow projectionsestatesummaries andflow chartsgift ledgers and strategies insurance reviewsndtax analysis.
• Assistwith the development of client presentation materials andparticipatein client meetings whenappropriate.
• Facilitate new client onboarding including coordination of account openings asset transfers and custodian integrations.
• Execute client-directed transactions includingliquidity planning gifting strategies and large cash movements while ensuring accuracy and adherence to compliance procedures.
• Maintainaccurateand 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.
• Identifyprocess improvement opportunities and contribute to firmwide initiatives that enhance client service reporting and operational efficiency.

Qualifications

• Bachelors degreerequired; concentration in Finance Accounting Economics or a related field strongly preferred.
• CFP orMasters in Financial Planningstrongly preferred
• 46 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 ( 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.

This position is an exempt position. The annualized base pay range for this role is expected to be between $120000$130000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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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.

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 states 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.