Director, Client Advisor

Focus Financial Partners•Boston, MA

33d•$175,000 - $200,000•Onsite

About The Position

SCS Financial is seeking an experienced, highly credentialed Director, Client Advisor for its Boston, Massachusetts office. The role delivers comprehensive, customized wealth management solutions to ultra-high-net-worth individuals, families, family offices, and select institutional clients, including endowments and foundations. The Director advises sophisticated clients on complex financial matters, drawing on expertise in investment management, estate planning, and strategic financial planning. The position requires discretion, professionalism, and a commitment to exceptional client service. The Director serves as the trusted advisor and primary contact for a select group of clients, overseeing comprehensive financial strategies and coordinating holistic solutions with clients’ external advisors. The role also contributes to business development, improves service delivery and internal processes, and mentors junior team members. Occasional travel for client meetings is expected. This is an exempt position. The annualized base salary range is $175,000–$200,000. Actual pay may vary based on experience, subject matter expertise, work location, and skills. Total compensation may also include an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k). The job title may change based on the selected candidate’s experience and education.

Requirements

Bachelor’s degree required.
Series 65 required.
At least 10 years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment.
Fluency in planning and/or investment topics.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
Excellent organizational, prioritization, and time-management skills.
Analytical ability, strong attention to detail, and effective problem-solving skills.
High energy, self-motivation, and ability to thrive in an entrepreneurial environment.
Strong written and oral communication skills.
Willingness to travel occasionally for client meetings.

Nice To Haves

CFP, CPA, or estate attorney credential preferred.

Responsibilities

Lead 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 tailored advice clearly and confidently.
Analyze complex financial situations and explain sophisticated wealth-planning concepts in an actionable, client-friendly manner.
Serve as the primary point of contact for a select group of ultra-high-net-worth clients, providing responsive, proactive, white-glove service.
Coordinate with clients’ external advisors, including attorneys, accountants, and trustees, to implement holistic financial solutions.
Anticipate evolving client needs and provide creative, strategic, personalized advice.
Identify and implement improvements to internal processes, team collaboration, and service delivery efficiency.
Contribute to business development by participating in prospect meetings, developing proposals, and helping onboard new relationships.
Mentor junior team members and contribute to the development of the advisory team.