VP, Client Advisor

SCS Financial•Los Angeles, CA

20h•$150,000 - $175,000•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.

Requirements

Minimum of a Bachelor’s degree;
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

Nice To Haves

CFP or CFA designation preferred

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