Financial Consultant

Matter Family OfficeSaint Louis, MO, US

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Financial Consultant

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.

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Financial Consultant • Saint Louis, MO, US