Matter Family Office

Senior Associate - Client Service

Client Service

Seven+ years in financial services with strong client-facing experience; financial planning or coordination in investment, insurance, estate planning, cash flow; BA/BS; CFP/CFA/CPA/MBA preferred.

Associate - Client Service

Associate

Four+ years in financial services with client-facing experience; experience in financial planning/coordination (investment, insurance, estate planning, cash flow); BA/BS; CFP/CFA/CPA/MBA preferred.

Analyst - Client Services

Analyst

BA/BS with strong academic record; experience with Excel; entry-level in financial services preferred.

Client Service Associate

Minimum 4 years in financial services with client-facing experience; degree in BA/BS; CFP/CFA/CPA/MBA preferred but not required.

BA/BS degree; Excel experience preferred; entry-level financial services experience preferred.

Client Services Lead

3-5+ years financial experience; degree from a top-tier university; highly organized; strong communication; ability to manage workload; prioritization; curiosity.

Senior Associate

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.

Senior Financial Consultant

7+ years in financial services with client-facing experience; BA/BS required; CFP/CFA/CPA/MBA preferred; experience serving family-office clients preferred.

Financial Consultant

Minimum four years in financial services with client-facing experience; experience in financial planning/coordination; BA/BS; CFP/CFA/CPA/MBA preferred.

Title	Location	Date
Senior Associate - Client Service Full Time · $98K-$136K · 7+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Apr 22, 2026
Associate - Client Service Full Time · $79K-$115K · 4+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Apr 22, 2026
Analyst - Client Services Full Time · $53K-$76K Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Apr 22, 2026
Associate - Client Service Full Time · $79K-$115K · 4+ YOE St. Louis, Missouri, United States · Onsite	St. Louis, Missouri, United States Onsite	Mar 26, 2026
Analyst - Client Services Full Time · $53K-$76K St. Louis, Missouri, United States · Onsite	St. Louis, Missouri, United States Onsite	Mar 19, 2026
Client Services Lead Full Time · $85K-$100K · 3+ YOE Denver, Colorado, United States · Onsite	Denver, Colorado, United States Onsite	Mar 18, 2026
Senior Associate - Client Service Full Time · $98K-$136K · 7+ YOE St. Louis, Missouri, United States · Onsite	St. Louis, Missouri, United States Onsite	Mar 17, 2026
Senior Financial Consultant Full Time · $98K-$136K · 7+ YOE St. Louis or Dallas or Denver · Onsite	St. Louis or Dallas or Denver Onsite	Dec 30, 2025
Financial Consultant Full Time · $79K-$115K · 4+ YOE St. Louis or Denver or Dallas · Hybrid	St. Louis or Denver or Dallas Hybrid	Dec 30, 2025

Activities	Investment ManagementWealth PlanningEstate CoordinationFamily GovernanceTax Planning
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Matter Family Office
Employees	90
Type	Private
Subsidiaries	IWP Family Office
Tagline	Provides investment management and wealth planning for families.
Founded	1,990
Website	matterfamilyoffice.com
Latest Funding Round	Private Equity
Latest Funding Year	2,024
Latest Investors	BW Forsyth Partners

Matter Family Office

About Matter Family Office