Senior Associate - St. Louis

Only for registered members St. Louis, United States

1 month ago

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Job summary

As a Senior Associate at Matter Family Office you will bring your expertise and experience to our team and understand what Matter does for each of our families.

Qualifications

  • You have a minimum of seven years in the financial services industry.
  • 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.

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