VP, Client Advisor

SCS Financial•Los Angeles, CA

7d•Onsite

About The Position

SCS is seeking a Vice President (“VP”) to join the Los Angeles, California office. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience. We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines. This role is located in Los Angeles, CA. SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies. SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience. SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

Requirements

Minimum of a Bachelor’s degree
CFP or CFA designation preferred
5-7+ years of relevant professional experience in investment, wealth management, estate planning, or tax/accounting environment
Fluency in planning and/or investment topics
Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications
Excellent organizational, prioritization, and time management skills
Analytical with a strong attention to detail; Problem solves effectively
High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
Strong written and oral communication skills
Willingness to travel on occasion for client meetings

Responsibilities

Actively manage and oversee the client’s investment and financial plans
Prepare client meeting presentations and oversee any manual reporting coordination
Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
Participate in client meetings and assist with client inquiries and requests in a timely manner
Serve as first point of contact for some clients
Think creatively and strategically about client needs
Capitalize on experience to drive process and efficiency improvements
Support new business development activities