Focus Financial Partners
Director, Client Advisor
Focus Financial Partners, Portsmouth, New Hampshire, United States, 00215
SCS Financial is seeking an experienced and highly credentialed Director, Client Advisor to join our Portsmouth office.
This individual will play a key role in delivering comprehensive, customized wealth management solutions to ultra‑high‑net‑worth individuals, families, family offices, and select institutional clients, including endowments and foundations.
The ideal candidate is a seasoned wealth‑management professional with a proven track record of advising sophisticated clients across complex financial landscapes.
They bring deep expertise in investment management, estate planning, and strategic financial planning, along with a strong understanding of the unique needs and expectations of this clientele.
A high degree of discretion, professionalism, and a commitment to exceptional client service are essential.
This role is based in Portsmouth, NH.
Primary Responsibilities
Serve as a trusted advisor, leading the development, execution, and oversight of clients’ comprehensive financial strategies—including investment management, estate planning, tax coordination, and philanthropic goals
Lead and facilitate client meetings and presentations, delivering thoughtful, tailored advice with clarity and confidence
Analyze complex financial situations and present sophisticated wealth‑planning concepts in a clear, actionable, and client‑friendly manner
Act as the primary point of contact for a select group of ultra‑high‑net‑worth clients, ensuring a responsive, proactive, and white‑glove client experience
Collaborate closely with clients’ external advisors, including attorneys, accountants, and trustees, to coordinate and implement holistic financial solutions
Anticipate and respond to evolving client needs with creative, strategic thinking and personalized advice
Identify and implement opportunities to enhance internal processes, team collaboration, and service delivery efficiencies
Contribute to business development efforts, including participating in prospect meetings, developing proposals, and helping onboard new relationships
Mentor and guide junior team members, contributing to the professional development and strength of the broader advisory team
Qualifications
Minimum of a Bachelor’s degree; CFP, CPA or estate attorney preferred; Series 65 required
7+ years of relevant professional experience in an 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‑solving 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
About SCS Financial SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra‑high‑net‑worth individuals, families, and institutions.
SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures.
We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi‑asset‑class portfolio management—including private investments—and a powerful technology platform.
SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
The annualized base pay range for this role is expected to be between $145,000‑200,000.
Actual base pay could vary based on factors including but not limited to experience, subject‑matter expertise, geographic location where work will be performed, and the applicant’s skill set.
The base pay is just one component of the total compensation package for employees.
Other rewards may include an annual cash bonus and a comprehensive benefits package.
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This individual will play a key role in delivering comprehensive, customized wealth management solutions to ultra‑high‑net‑worth individuals, families, family offices, and select institutional clients, including endowments and foundations.
The ideal candidate is a seasoned wealth‑management professional with a proven track record of advising sophisticated clients across complex financial landscapes.
They bring deep expertise in investment management, estate planning, and strategic financial planning, along with a strong understanding of the unique needs and expectations of this clientele.
A high degree of discretion, professionalism, and a commitment to exceptional client service are essential.
This role is based in Portsmouth, NH.
Primary Responsibilities
Serve as a trusted advisor, leading the development, execution, and oversight of clients’ comprehensive financial strategies—including investment management, estate planning, tax coordination, and philanthropic goals
Lead and facilitate client meetings and presentations, delivering thoughtful, tailored advice with clarity and confidence
Analyze complex financial situations and present sophisticated wealth‑planning concepts in a clear, actionable, and client‑friendly manner
Act as the primary point of contact for a select group of ultra‑high‑net‑worth clients, ensuring a responsive, proactive, and white‑glove client experience
Collaborate closely with clients’ external advisors, including attorneys, accountants, and trustees, to coordinate and implement holistic financial solutions
Anticipate and respond to evolving client needs with creative, strategic thinking and personalized advice
Identify and implement opportunities to enhance internal processes, team collaboration, and service delivery efficiencies
Contribute to business development efforts, including participating in prospect meetings, developing proposals, and helping onboard new relationships
Mentor and guide junior team members, contributing to the professional development and strength of the broader advisory team
Qualifications
Minimum of a Bachelor’s degree; CFP, CPA or estate attorney preferred; Series 65 required
7+ years of relevant professional experience in an 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‑solving 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
About SCS Financial SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra‑high‑net‑worth individuals, families, and institutions.
SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures.
We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi‑asset‑class portfolio management—including private investments—and a powerful technology platform.
SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.
The annualized base pay range for this role is expected to be between $145,000‑200,000.
Actual base pay could vary based on factors including but not limited to experience, subject‑matter expertise, geographic location where work will be performed, and the applicant’s skill set.
The base pay is just one component of the total compensation package for employees.
Other rewards may include an annual cash bonus and a comprehensive benefits package.
#J-18808-Ljbffr