About this role
Senior Associate - Client Service at Matter Family Office. Location: St. Louis, Missouri, United States. Role: preparing plans, reviewing portfolios, managing accounts Requirements: Seven+ years in financial services; client-facing; experience in investment, insurance, estate planning, and cash flow management; team-based financial planning; BA/BS with strong academics; CFP/CFA/CPA/MBA preferred. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cfa, cpa, mba Commitment: Full Time Workplace: Onsite Languages: English