As a Wealth Advisor at SCS Financial, you will assist ultra-high-net-worth clients in achieving their financial goals through tailored wealth management strategies, ongoing monitoring of their financial situations, and by making informed recommendations. You will serve as the primary contact, coordinate client meetings, manage third-party relationships, and participate in business development efforts.

The Senior Associate for Client Analytics & Reporting will produce key client reporting deliverables, oversee data quality and benchmarks, collaborate with advisors for reporting needs, and provide operational support for client inquiries. This role requires strong analytical skills and a commitment to improving internal workflows and client experiences.

The Director will manage client relationships, engaging directly to understand their financial needs and goals, develop comprehensive wealth management strategies, and lead client meetings while mentoring junior advisors.