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SCS Financial · 5 hours ago

Director, Client Advisor

Portsmouth, NH

Full-time

Onsite

Mid, Senior Level

$145K/yr - $200K/yr

7+ years exp

SCS Financial is a leading fiduciary wealth and investment management firm focused on ultra-high-net-worth individuals, families, and institutions. They are seeking an experienced Director, Client Advisor to deliver comprehensive wealth management solutions and serve as a trusted advisor to clients, ensuring exceptional service and strategic financial planning.

Financial Services

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

Qualification

CFPCPASeries 65Investment managementEstate planningTax coordinationFinancial planningMicrosoft OfficeAnalytical skillsOrganizational skillsCommunication skills