Scsfinancial

VP, Client Advisor

Los Angeles, CA · Vp

Sponsorship not specified$150k-$175kDetected 6 days ago

Business DevelopmentAccountingExcelCommunicationTime ManagementPublic SpeakingMicrosoft OfficeCFA

About the role

SCS is seeking a Vice President ("VP") to join the Los Angeles, California office.
As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience.
We are seeking candidates who are well organized, energetic, and team-oriented.

Actively manage and oversee the client's investment and financial plans;
Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner;
Capitalize on experience to drive process and efficiency improvements;
Support new business development activities

5-7+ years of relevant professional experience in investment, wealth management, estate planning, or tax/accounting environment
High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
Minimum of a Bachelor's degree; CFP or CFA designation preferred
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 solves effectively
Strong written and oral communication skills
Willingness to travel on occasion for client meetings

The annualized base pay range for this role is expected to be between $150,000–$175,000 base salary compensation range.

This listing is sourced directly from Scsfinancial's careers page and normalized into a canonical job model.