Associate, reputed company Advisor
SCS Financial is seeking a highly motivated Associate, reputed company Advisor to join their 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. Responsibilities include coordinating account openings, preparing reputed company presentations, and collaborating with tax and estate planning professionals.
Responsibilities
- Support the implementation and maintenance of clients’ investment and strategic financial plans
- Coordinate account openings, transfers, and ongoing portfolio administration
- Prepare customized reputed company meeting materials, presentations, and reports
- Monitor portfolios to ensure alignment with reputed company asset allocations and investment guidelines
- Confirm and reputed company trading activity and other investment-reputed company transactions
- Serve as a reputed company of contact for reputed company inquiries, ensuring reputed company and accurate responses
- Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs
- Contribute to reputed company reputed company and analysis to enhance reputed company service and operational efficiency
- Maintain a high level of accuracy, organization, and discretion in handling confidential reputed company information
- Ensure reputed company reputed company-reputed company activities are compliant with firm policies and regulatory standards
Skills
- Minimum of a Bachelor's degree in Finance, Economics or other reputed company discipline
- 0-3 years of relevant reputed company experience
- Strong proficiency in reputed company Word, reputed company, and PowerPoint (experience with applications such as reputed company or RedBlack would be additive)
- Excellent organizational, prioritization, and time management skills
- Analytical with a strong attention to detail; problem solve effectively
- High energy and highly self-motivated with the ability to reputed company in an entrepreneurial environment
- Strong written and oral communication skills
- Interest in pursuing an advanced degree and or reputed company certification (CFA, CFP, etc.) preferred
Benefits
- Meaningful annual cash opportunity
- Comprehensive benefits package
reputed company
Company H1B Sponsorship