The Mather Group Business Development, Senior Wealth Advisor - Tampa

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 financial planning 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

  • $6.9 Billion in assets under management
  • Eight offices in established markets: Chicago (headquarters), Atlanta, Austin, Dallas, Houston, Knoxville, Philadelphia Area, and San Francisco Bay Area
  • 120 staff members and growing
  • Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021)
  • Named among Financial Planning Top 150 Fee-only RIAs (2018, 2019, 2020, 2021)
  • Named among Financial Times 300 Top RIAs (2016, 2017, 2018, 2019, 2020)

Data above as of September 30, 2021. Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. 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

Based in Tampa, the Senior Wealth Advisor is responsible for winning new business for the firm by meeting with prospective clients across the Tampa market. Initial meetings with prospective clients will be arranged by the firm’s Inside Sales Team. You will then be responsible for introducing those prospective clients to TMG’s comprehensive retirement planning services (financial planning, tax planning, estate planning), using our proven sales methodology. As the prospect eventually becomes a client, you will work with our Wealth Management team to assign a Wealth Advisor who will then be responsible for managing the client relationship on a go-forward basis.

As a Business Development - Senior Wealth Advisor, you’ll be responsible for:

  • Based in Tampa, growing the business by meeting with prospective clients in the Tampa region. 
  • Meeting with high-net-worth referrals to win new business for TMG.
  • Introducing the firm’s comprehensive retirement planning process (financial planning, tax planning, estate planning) to prospective clients.
  • 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 our support staff.
  • Assisting in updating and maintaining clients’ financial plans.
  • Continually reinforcing the firm’s value proposition with clients and encouraging referrals.

reporting

This position reports to the Managing Partner, Business Development, East Region.

education, training, and professional experience

The ideal candidate will possess the following qualifications and attributes:

  • 5+ years of professional experience with track record of building and maintaining client relationships
  • Bachelor’s degree required, preferably with concentration in Finance, Accounting, Financial Planning, or Business
  • CERTIFIED FINANCIAL PLANNERTM designation required
  • Graduate degree or professional designations (ChFC, CFA, or CPA) a plus
  • If not currently held, must obtain mandatory industry licensure (Series 65) within six months of employment
  • Strong track record of achievement and meeting/exceeding ambitious targets
  • Excellent verbal and written communication skills
  • A motivated, self-starter looking for a place to grow your career

ADDITIONAL COMPETENCIES

  • Proficiency in MS Office with expertise in Microsoft Word, Power Point, and Excel
  • Ability to analyze and revise operating practices to improve efficiency
  • Detail oriented and comfortable working in a fast-paced office environment
  • Exceptional communication skills
  • Superior organization skills and dedication to completing projects in a timely manner

Most work responsibilities are performed in an open office setting, carrying out detailed work sitting at a desk/table and working on the computer. Travel is required.

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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The Mather Group

HOW SMART INVESTORS RETIRE™

                     Barrons Top 100 2019                          

Click here for more information on Awards & Recognitions.

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