Senior Associate, Wealth Planning & Client Services

matter-family-office; St. Louis (MO); On-site; USD 75,000 - 100,000; 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

Opportunity for advancement based on performance

Job summary

Matter Family Office in St. Louis is searching for a Senior Associate to enhance client relationships and ensure successful execution of client work plans. You'll play a critical role in financial planning, investment management, and coordinating services for families.

The ideal candidate will have over seven years of experience in financial services and proficiency in managing client accounts. Matter offers competitive salary, bonus potential, and comprehensive healthcare benefits.

Qualifications

• Minimum of seven years in the financial services industry.
• Experience in investment, insurance, estate planning, and cash flow management.
• Collaborative experience in a client team.

Responsibilities

• Prepare financial plans, reviews, projections, and updates.
• Review, model, analyze, and rebalance investment portfolios.
• Manage accounts and respond to client inquiries.

Skills

Client-facing experience

Financial planning expertise

Investment analysis

Wealth strategy research

Education

BA or BS degree with exceptional academic performance

Job description

Matter Family Office in St. Louis is searching for a Senior Associate to enhance client relationships and ensure successful execution of client work plans. You'll play a critical role in financial planning, investment management, and coordinating services for families.

The ideal candidate will have over seven years of experience in financial services and proficiency in managing client accounts. Matter offers competitive salary, bonus potential, and comprehensive healthcare benefits.