Vice President, Client Advisor

<p><span style="font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt;">SCS is seeking a Vice President (“VP”) to join the Dallas, TX office. As a part of a client advisor 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.</span></p> <p><span style="font-size: 12pt;">We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.</span><br><br></p> <p><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Actively manage and oversee the client’s investment and financial plans</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Prepare client meeting presentations and oversee any manual reporting coordination</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Participate in client meetings and assist with client inquiries and requests in a timely manner</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Serve as first point of contact for some clients</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Think creatively and strategically about client needs</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Capitalize on experience to drive process and efficiency improvements</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Support new business development activities</span><br><br></li> </ul> <p><span style="font-size: 12pt;"><strong>Qualifications</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Minimum of a Bachelor’s degree; CFP or CFA designation highly prefe