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Senior Associate - Client Service & Wealth Planning
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-06-22
Listing for:
Matter Family Office
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A multi-family office in St. Louis is seeking a Senior Associate to ensure successful execution of client work plans. The ideal candidate has at least seven years of financial services experience, with strong skills in client interaction and financial planning. Responsibilities include preparing financial plans and analyzing investment portfolios. The position comes with competitive salary and benefits, and offers opportunities for personal and professional growth.
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Position Requirements
10+ Years
work experience
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