Matter Family Office · 9 hours ago
Senior Financial Consultant
Denver, CO
Full-time
Hybrid
Senior Level
7+ years expMatter Family Office is a multi-family office dedicated to helping families thrive through investment management, wealth planning, and family culture services. As a Senior Financial Consultant, you will be responsible for executing client work plans, preparing financial plans, managing investment portfolios, and coaching junior team members.
ConsultingFinancial Services
No H1B
Hiring Manager
Jennifer Disbennett
Responsibilities
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
Qualification
Required
You have a minimum of seven years in the financial services industry, including significant client-facing experience
You have financial planning or coordination experience in the areas of investment, insurance, 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
Preferred
CFP, CFA, CPA, or MBA is preferred but not required
Experience serving family office-level clients is preferred but not required
Benefits
Competitive Salary and Annual Performance Based Bonus
Medical and Dental Health Plans
Supplemented Health Savings Account and Health Flexible Spending Account
Dependent Care Flexible Spending Account
Employer Supplemented Health Reimbursement Account Plan
Short- and Long-term disability coverage paid for by employer
Paid Group Life Insurance
Flexible 401(k) retirement benefits with employer matching
10 paid holidays per year plus competitive vacation and sick leave
Cell phone reimbursement plan
Opportunity for advancement based on performance, personal growth, and cultural fit
Work with a team-oriented culture that supports continuing education and career growth
Strong support for volunteer, community and/or industry involvement
Company
Matter Family Office
Matter Family Office is a financial services company specializing in legacy services, wealth planning, and investment management services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
BW Forsyth Partners
2025-11-17Private Equity
2024-10-02Private Equity
Leadership Team
Katherine Lintz
Founder, Managing Partner
Thierry J. D. Brunel
Partner and Chief Investment Strategist
Recent News
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