ABOUT THE MATHER GROUP, LLC
Headquartered in Chicago, 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.
What we are doing differently is educating our clients on what fiduciary responsibility really means, at a time when it is more important than ever.
SPECIFIC ROLE RESPONSIBILITIES
- Calling prospective clients daily to articulate TMG's value proposition (this will fill the majority of each day during the first year of the aspiring Business Development Associate or Financial Planning Associate)
- 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 assemble investment proposals, 401k recommendations, and financial product cost analyses for prospective clients.
- Learningall facets of TMG's technology platforms and integrations
- 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 knowledge-sharing and training opportunities.
- Assisting with firmwide projects, as requested
CANDIDATE REQUIREMENTS
- 1 year of professional experience in the Financial Services industry
- Bachelor's degree required, preferably with a 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.
OUR CORE VALUES
Curiosity
Continuously seek knowledge to provide innovative, tailored advice.
Humility
Value client perspectives to build strong, trust-based relationships.
Accountability
Deliver on promises with transparent communication and responsible actions.
Respect
Foster an inclusive environment where all clients feel heard, valued, and appreciated.
Resilience
Adapt and thrive amidst challenges, providing stability, and peace of mind.
Elevate
Continuously seek ways to add value and exceed client expectations.
