Focus Financial Partners
Financial Services
Associate,ClientAdvisor
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“Associate, Client Advisor at Focus Financial Partners. Skills: Client Advisor, Financial Plans, Investment Plans. Support implementation and maintenance of clients’ investment and strategic financial plans. Coordinate account openings, transfers, and ongoing portfolio administration”
What You'll Achieve.
Deliver best-in-class service with discretion and professionalism
Industry & Context.
Analytical; Problem solve effectively
What They're Looking For.
Must Have
Bachelor's degree in Finance, Economics or other related discipline, 1+ years of relevant professional experience, Proficiency in Microsoft Word, Excel, and PowerPoint, Excellent organizational, prioritization, and time management skills, Analytical with a attention to problem solve effectively, High energy and highly self-motivated, Written and oral communication skills
Nice to Have
Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.), Experience with applications such as Addepar or RedBlack
What You'll Do.
Support implementation and maintenance of clients’ investment and strategic financial plans
Coordinate account openings
and ongoing portfolio administration
Prepare customized client meeting materials
Monitor portfolios to ensure alignment with target asset allocations and investment guidelines
Confirm and track trading activity and other investment-related transactions
Serve as a point of contact for client inquiries
ensuring timely and accurate responses
Collaborate with tax advisors
and other professionals to address clients’ broader financial needs
Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency
Maintain a high level of accuracy
and discretion in handling confidential client information
Ensure all client-related activities are compliant with firm policies and regulatory standards
How You'll Work.
Team & Collaboration
Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs; Work closely with senior team members to deliver a seamless and sophisticated client experience
Communication Scope
Written communication skills; Oral communication skills; Exceptional communication skills
Full Job Description
Position Summary SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You’ll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism. This role is located in West Palm Beach, FL. Primary Responsibilities Support the implementation and maintenance of clients’ investment and strategic financial plans Coordinate account openings, transfers, and ongoing portfolio administration Prepare customized client meeting materials, presentations, and reports Monitor portfolios to ensure alignment with target asset allocations and investment guidelines Confirm and track trading activity and other investment-related transactions Serve as a point of contact for client inquiries, ensuring timely and accurate responses Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency Maintain a high level of accuracy, organization, and discretion in handling confidential client information Ensure all client-related activities are compliant with firm policies and regulatory standards Qualifications Minimum of a Bachelor’s degree in Finance, Economics or other related discipline Interest in pursuing an advanced degree and or professional
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