Company Description

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.

Job Description

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

Qualifications

Benefits

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.

Matter Family Office

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Senior Financial Consultant