At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve continue to thrive for generations.
Matter was founded in 1990 and has offices in St. Louis, Denver, and Dallas.
As a Senior Financial Consultant, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter's services – Investment Management, Wealth Planning & Coordination, and Culture & Learning.
This includes responsibilities such as:
Preparing financial plans, reviews, projections, and periodic updatesReviewing, modeling, analyzing, and rebalancing investment portfoliosResearching, implementing, and helping coordinate wealth strategiesManaging accounts and cash positionsResearching and responding to client requests or questionsManaging and coaching junior team membersAssisting with various projects and firm-related initiatives You have a minimum of seven years in the financial services industry, including significant client-facing experience.You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management.You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate.You have a BA or BS degree with exceptional academic performance from a challenging four-year institution.CFP, CFA, CPA, or MBA is preferred but not required.Experience serving family office-level clients is preferred but not required. Competitive Salary and Annual Performance Based BonusMedical and Dental Health PlansSupplemented Health Savings Account and Health Flexible Spending AccountDependent Care Flexible Spending AccountEmployer Supplemented Health Reimbursement Account PlanShort- and Long-term disability coverage paid for by employerPaid Group Life InsuranceFlexible 401(k) retirement benefits with employer matching10 paid holidays per year plus competitive vacation and sick leaveCell phone reimbursement planOpportunity for advancement based on performance, personal growth, and cultural fitWork with a team-oriented culture that supports continuing education and career growthStrong support for volunteer, community and/or industry involvement All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.