Sr. Associate, Client Advisor

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 nd 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. 

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