Senior Associate, Client Advisor

<p><span style="font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt;">SCS Financial is&nbsp;seeking&nbsp;a highly motivated and detail-oriented Senior&nbsp;Associate,&nbsp;Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship&nbsp;management,&nbsp;investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow,&nbsp;philanthropy&nbsp;and investments. &nbsp;</span></p> <p><span style="font-size: 12pt;">This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance&nbsp;analysis&nbsp;and family office services, with a long-term pathway to becoming a lead advisor. &nbsp;</span></p> <p><span style="font-size: 12pt;">This role is located in Los Angeles, CA.&nbsp;</span></p> <p><span style="font-size: 12pt;"><strong>&nbsp;</strong></span></p> <p><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span></p> <ul> <li><span style="font-size: 12pt;">Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients.&nbsp;</span></li> <li><span style="font-size: 12pt;">Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client’s goals.&nbsp;</span></li> <li><span style="font-size: 12pt;">Conduct financial analyses and prepare customized reporting packages,&nbsp;including cash&nbsp;flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews nd tax analysis.&nbsp;</span></li> <li><span style="font-size: 12pt;">Assist&nbsp;with the development of client presentation materials and&nbsp;participate&nbsp;in client meetings when&nbsp;appropriate.&nbsp;</span></li> <li><span style=&quo