SCS Financial in Boston, MA seeks an experienced Director, Client Advisor to deliver comprehensive wealth management solutions to ultra-high-net-worth individuals and families. The role emphasizes investment management, estate planning, tax coordination, and strategic planning, with a focus on discretion, client service, and fiduciary responsibility within a multi-adviser team.
The Director will lead client meetings, coordinate with lawyers and accountants, mentor junior staff, contribute to
#J-18808-LjbffrDirector, UHNW Wealth Advisor in boston at Unknown Company
This position is listed as full time and onsite.