Associate - Client Service
Matter Family Office
- Salary
- $79k - $115k
- Experience
- 4+ yrs
- Location
- Raleigh, North Carolina, United States
- Job type
- Full-time
About the role
4-6 years in family office or wealth management; CRM and project management skills; Bachelor's degree in finance, business, or economics; CFP preferred; Series 65 license required within 3 months.
About Matter Family Office
Matter Family Office is an independent, multifamily office that helps ultra-high-net-worth families simplify complexity, make intentional decisions, and build enduring legacies.
This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.
