The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team.
ABOUT THE MATHER GROUP, LLC
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.
TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients. That means we are obligated to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.
What we are doing differently is educating investors on what the fiduciary responsibility really means, at a time when it is more important than ever.
WE'VE MADE COMPELLING PROGRESS
- $9.9 Billion in assets under management
- 16 offices in and around established markets, including Chicago, IL (headquarters); Atlanta, GA; Austin, TX; Cincinnati, OH; Dallas, TX; Houston, TX; Knoxville, TN; Morristown, NJ; Nashville, TN; Portland, OR; San Francisco, CA; Seattle, WA; Tampa, FL; and Washington, DC.
- 165+ staff members and growing
- Named among Crain's Chicago Business Fast 50 (2021, 2022, 2023)
- Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021, 2022)
- Named among Financial Advisor 50 Fastest-Growing RIAs (2022)
- Named among Financial Planning Top 150 Fee-only RIAs (2018, 2019, 2020, 2021, 2022)
- Named among Pensions & Investments Best Places to Work in Money Management (2021, 2022)
Data above as of June 30, 2023. Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Please visit our website at www.themathergroup.com for additional information regarding TMG’s awards and recognition.
about THE POSITION
As a Business Development Manager, you’ll be responsible for:
- Develop new business by meeting with prospective clients across the Philly/NJ market.
- Preparing for and leading prospect meetings with high-net-worth referrals.
- Introducing TMG's comprehensive retirement planning process (financial, tax, and estate planning) to prospective clients.
- Managing opportunities through the sales lifecycle in Salesforce CRM.
- Build and present prospective client's financial plan.
- Actively communicating with clients daily, providing advice on cash flows, tax planning strategies, estate/insurance inquiries, investment goals, and retirement planning needs.
- Implementing recommendations and strategies with assistance from various teams.
- Project managing the client transition to the Wealth Advisor for new TMG clients.
- Providing mentoring, coaching, and development opportunities to Client Associates.
- Continually reinforce TMG's value proposition with clients and encourage referrals.
CANDIDATE REQUIREMENTS
The ideal candidate will possess the following qualifications and attributes:
- Bachelor's degree required, preferably with a concentration in Finance, Accounting, Financial Planning, or Business
- 5+ years of professional experience with a track record of of building and maintaining professional referral networks
- Strong track record of meeting and exceeding ambiguous targets and/or goals
- Excellent verbal and written communication skills
- A motivated, self-starter looking for a place to grow your career
- Ability to work in a fast-paced entrepreneurial environment
TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.
