Senior Associate - Client Service & Wealth Planning

Matter Family Office; St. Louis (MO); On-site; USD 105,000 - 145,000; Full time

Benefits offered by this job

Competitive Salary and Annual Performance Based Bonus

Medical and Dental Health Plans

Flexible 401(k) retirement benefits with employer matching

10 paid holidays per year

Job summary

A multi-family office in St. Louis is seeking a Senior Associate to ensure successful execution of client work plans. The ideal candidate has at least seven years of financial services experience, with strong skills in client interaction and financial planning. Responsibilities include preparing financial plans and analyzing investment portfolios. The position comes with competitive salary and benefits, and offers opportunities for personal and professional growth.

Qualifications

• Minimum of seven years in the financial services industry, including client-facing experience.
• Experience in investment, insurance, estate planning, and cash flow management.
• Experience serving family office-level clients preferred.

Responsibilities

• Ensure successful execution of client work plans.
• Prepare financial plans, reviews, projections, and updates.
• Analyze and rebalance investment portfolios.
• Research and coordinate wealth strategies.

Skills

Client-facing experience

Financial planning

Investment analysis

Cash flow management

Education

BA or BS degree from a four-year institution

Job description

A multi-family office in St. Louis is seeking a Senior Associate to ensure successful execution of client work plans. The ideal candidate has at least seven years of financial services experience, with strong skills in client interaction and financial planning. Responsibilities include preparing financial plans and analyzing investment portfolios. The position comes with competitive salary and benefits, and offers opportunities for personal and professional growth.