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
- $9.2 Billion in assets under management
- 15 offices in and around established markets, including Chicago, IL (headquarters); Atlanta, GA; Austin, TX; Dallas, TX; Houston, TX; Knoxville, TN; Morristown, NJ; Nashville, TN; Portland, OR; San Francisco, CA; Seattle, WA; Tampa, FL; and Washington, DC.
- 155+ staff members and growing
- Named among Crain's Chicago Business Fast 50 (2021, 2022)
- 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 March 31, 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
In this position, you’ll be responsible for:
- Providing FP&A finance support to the accounting teams related to productivity, demand planning, reporting, and metrics in a timely manner.
- Identifying and understanding business challenges; proposing and creating solutions.
- Diving deeply into financial data and becoming a subject matter expert to provide additional insights.
- Working on corporate projects and initiatives that impact the entire organization.
- Creating presentations utilizing data visualization tools that provide insightful analysis, identifying required action items, and effectively framing decisions to be made.
- Identifying and researching variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement.
- Developing and maintaining effective relationships with business partners and cross-functional teams at all levels of the organization.
- Serving as part of the Financial Team responsible for managing the earnings guidance scenario modeling, Board and Executive presentations, forecasting/budgeting/run rate, valuation & M&A quantitative analysis and other ad hoc analysis.
- Providing business unit support with the creation of Dashboard KPIs and other financial metrics to provide operational insight.
CANDIDATE REQUIREMENTS
The ideal candidate will possess the following qualifications and attributes:
- Bachelor’s degree and 5+ years of experience in finance, accounting, or a related area
- General knowledge of accounting/financial/operational principles
- Experience developing financial reports and metrics
- Interpersonal and communication skills with the ability to interact with various management levels
- Ability to manage multiple tasks and adapt to a changing, fast-paced environment
- Strong Excel, Word, and PowerPoint skills
- Experience using financial programs such as Tableau, Power BI, etc. a plus
- Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
- Demonstrated ability to influence others through effective verbal and written communication
- Demonstrated ability to drive projects across an organization
TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.
