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Wealth Planning Consultant: Portfolio Coordination
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-02
Listing for:
Matter Family Office
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A multi-family office in St. Louis is seeking a Financial Consultant to join their team.
Your role will involve preparing financial plans and engaging with clients across services like investment management and wealth planning. The ideal candidate has at least four years in the financial services sector, a strong academic background, and significant client-facing experience. This position offers competitive compensation and a supportive, team-oriented culture.
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