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VP, Client Advisor

Focus Financial Partners
CompanyFocus Financial Partners
CategorySales
LocationLos Angeles
RemoteOn-site (inferred)
EmploymentNot stated
LevelDirector
SalaryNot stated by the employer
Posted22 May 2026
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
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Description
Position Summary 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. 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.   This role is located in Los Angeles, CA.    Primary Responsibilities 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  Qualifications Minimum of a Bachelor’s degree; CFP or CFA designation preferred  5-7+ years of relevant professional experience in investment, wealth management, estate planning, or tax/accounting environment  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  High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment  Strong written and oral communication skills  Willingness to travel on occasion for client meetings    This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$175,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.   #LI-SF1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit  www.focusfinancialpartners.com  or follow the company on  LinkedIn . Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age,
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VP, Client Advisor — Focus Financial Partners · Job Opportunities API