SCS, part of Focus Partners Family Office and OCIO, seeks a Client Advisor in Dallas to deliver world-class client service for sophisticated wealth clients. You will manage investment plans, prepare presentations, and communicate complex wealth topics concisely.
Travel for client meetings is expected, with base salary in a competitive range and bonus potential. Ideal candidates have 5–7+ years in wealth management, CFP/CFA preferred, and strong organizational and communication skills.
#J-18808-LjbffrSenior Client Advisor – Wealth Management in dallas at Unknown Company
This position is listed as full time and onsite.