Financial Consultant Job at Matter Family Office, Saint Louis, MO

RGxyWkVFRENadGF3OTZhWGVrZnlsdERtTUE9PQ==
  • Matter Family Office
  • Saint Louis, MO

Job Description

Company Description

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.

Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.

Job Description

As a 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 updates
  • Reviewing, modeling, analyzing, and rebalancing investment portfolios
  • Researching, implementing, and helping coordinate wealth strategies
  • Managing accounts and cash positions
  • Researching and responding to client requests or questions
  • Managing and coaching junior team members
  • Assisting with various projects and firm-related initiatives

Qualifications

  • You have a minimum of four 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.

Benefits

  • Competitive Salary and Annual Performance Based Bonus
  • Medical and Dental Health Plans
  • Supplemented Health Savings Account and Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Employer Supplemented Health Reimbursement Account Plan
  • Short- and Long-term disability coverage paid for by employer
  • Paid Group Life Insurance
  • Flexible 401(k) retirement benefits with employer matching
  • 10 paid holidays per year plus competitive vacation and sick leave
  • Cell phone reimbursement plan
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement

Additional information

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.

Job Tags

Full time, Temporary work, Work at office, Visa sponsorship, Work visa, Flexible hours,

Similar Jobs

Essense of Australia

Contract Sewist Job at Essense of Australia

 ...Overview Essenseof Australiais an international bridal wholesaler with key offices based in Lenexa KansasPerthAustralia and Zug Switzerland. Our organization alsooperatesinthe United Kingdom Europe Canada and New Zealand. We have been a global leader in bridal fashion... 

The Pavilion Behavioral Health System

MUSIC/ART THERAPIST Job at The Pavilion Behavioral Health System

 ...Job Summary We are seeking a compassionate and skilled Music Therapist to join our team. The ideal candidate will utilize music...  ...assessments to determine clients' needs and develop personalized music therapy treatment plans. Implement therapeutic interventions using... 

DSV - Global Transport and Logistics

Training Assistant - Day Shift (M-F) Job at DSV - Global Transport and Logistics

 ...close to our customers. Read more at Location: USA - West Branch, 160 Fawcett Drive Division:Solutions Job Posting Title: Training Assistant - Day Shift (M-F) Time Type: Full Time ESSENTIAL DUTIES AND RESPONSIBILITIES Develop self and always maintain... 

Bayou Movers

Moving Helper Job at Bayou Movers

 ...Position : Moving Helper Location : Houston, TX Compensation : $14-$16 + tips and bonuses Job Summary : Bayou Movers is hiring dependable moving helpers to support our team. As a moving helper, you will assist in packing, loading, and unloading customers... 

Lovisa

Retail Keyholder | Gateway Mall Job at Lovisa

Join the Lovisa America team: It is exciting times at Lovisa with many new stores opening across America, so we are looking for our next amazing Lovisa Sales Super Stars to join our growing team. The Key Holder Role: The Key Holder is responsible for supporting...