The Mather Group Client Associate - Chicago

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

As a Client Associate, you will be integrated within our Wealth Advisor Development Program. This program is designed to give entry-level professionals the opportunity to learn and navigate toward the role of an experienced Wealth Advisor.

As a Client Associate, you will be responsible for:

  • Calling prospective clients each day to articulate TMG’s value proposition (this will fill the majority of each day during the first year of the aspiring Wealth Advisor)
  • Driving business development through our proprietary sales process
  • Gathering information and building financial plans for prospective clients using MoneyGuidePro’s financial planning software
  • Working with the Investment Committee to put together investment proposals, 401k recommendations, and financial product cost analyses for prospective clients
  • Learning all facets of TMG’s technology platforms and integrations
  • Recruiting, interviewing, and hiring college students for TMG’s summer internship program
  • Assisting the Tax Team in tax preparation and Roth conversion strategies
  • Enrolling in and completing a CFP program offered by a reputable university within three years of employment
  • Ensuring professional development through ongoing education and participation in Wealth Management information sessions led by senior advisors
  • Assisting with firmwide projects, as requested
  • Reporting to the Manager of Inside Sales

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

  • 1 year of professional experience in the Financial Services industry
  • Bachelor’s degree required, preferably with concentration in Financial Planning, Business, or Communications
  • 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

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

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