About this role
Associate, Client Advisor at SCS Financial. Location: West Palm Beach, Florida, United States. Role: Coordinate openings, Prepare materials, Monitor portfolios Requirements: Bachelor’s in Finance or Economics; 1+ year in related field; strong MS Office; CFA/CFP encouraged; excellent communication and organization. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Addepar, RedBlack Certifications: cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English