We view this position as the project management and coordination hub of our client engagements. 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 & Legacy.
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
You have a minimum of four years in the financial services industry, including client-facing experience.
You have financial planning or coordination experience in the areas of investment, risk, 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.
Whether the title of Financial Consultant or Senior Financial Consultant makes more sense will depend on your experience and skillset.
About Matter Family Office
We are a family office. That means we use a fully integrated, independent, multidisciplinary approach to wealth management that helps families understand, build and sustain your wealth.Family focused and privately owned for over 28 years, our firm serves clients nationwide from our offices in Denver, Dallas and St. Louis. Our associates combine investment management, wealth planning and coordination, and culture and legacy services to build solutions reflecting the needs, perspectives and objectives of each family.By transferring both wealth and wisdom through generations, we empower families to make intelligent choices that inform and define their vision, ultimately delivering their family’s fullest potential.