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SCS Financial Logo
SCS Financial

Director, Private Client Group

Reposted 6 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Financial Services
The Client Advisor will engage with UHNW clients to develop financial plans, provide strategic advice, and manage relationships while mentoring junior advisors.
SCS Financial Logo
SCS Financial

Client Advisor, Private Client Group

7 Days AgoSaved
In-Office
Boston, MA, USA
Junior
Junior
Financial Services
The Client Advisor will assist in executing client investment strategies, support account administration, and maintain high client service standards.
Top Skills: AddeparExcelMicrosoft PowerpointMicrosoft WordRedblack
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