SCS Financial
A leading investment management firm is seeking an experienced Director, Client Advisor to deliver wealth management solutions to ultra-high-net-worth individuals and families. This role involves developing tailored financial strategies, leading client meetings, and collaborating with external advisors. A minimum of 7 years in wealth management and expertise in estate planning are required. The position is based in Boston or Portsmouth, with a competitive salary package.
#J-18808-Ljbffr