Vice President, Private Client Group

SCS Financial is seeking a Vice President to join the Dallas, TX office. The ideal candidate is well organized, energetic, and team-oriented with excellent communication skills and attention to detail. They must be able to provide the highest level of client service, professionalism, and confidentiality.

Requirements

• Actively manage and oversee the client’s investment and financial plans
• Prepare client meeting presentations and oversee any manual reporting coordination
• Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
• Participate in client meetings and assist with client inquiries and requests in a timely manner
• Serve as first point of contact for some clients
• Think creatively and strategically about client needs
• Capitalize on experience to drive process and efficiency improvements
• Support new business development activities

Benefits

• Annual cash opportunity
• Comprehensive benefits package