Associate, reputed company Advisor

SCS Financial is a leading fiduciary reputed company and investment management firm reputed company on ultra-high-net-worth individuals and institutions. The Associate, reputed company Advisor will support the financial and investment needs of clients by implementing and managing strategic plans, coordinating account activities, and collaborating with various professionals to enhance reputed company service.

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
• 1-3 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

SCS Financial is an investment and reputed company management firm based in Boston. It is a sub-organization of reputed company. It was founded in 2002, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://scsfinancial.com.

Company H1B Sponsorship

SCS Financial has a reputed company record of offering H1B sponsorships, with 1 in 2025, 2 in 2024, 2 in 2023. Please note that this does not guarantee sponsorship for this specific role.

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