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 registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). This means we have a fiduciary duty to always act in our clients' best interests. 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.
We educate investors on what the fiduciary responsibility really means, at a time when it is more important than ever.
WE'VE MADE COMPELLING PROGRESS
- $8.7 billion in assets under management
- 15 offices in 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 December 31, 2022. 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
TMG’s Summer Internship Program is designed to give driven, business-focused students a broad knowledge base of the wealth management industry—including financial planning, client relationship management, portfolio management, risk management, tax planning, and estate planning guidance. You will gain hands-on experience with common industry software and acquire skills necessary to help secure a job in the wealth management field after graduation.
Summer Internship Program participants will:
- Assist with the execution of our proprietary marketing strategy, providing real-time experience speaking with corporate executives about our unique value proposition
- Benefit from upper management-led lectures on a variety of topics, including financial planning, investments, estate planning guidance, trading, FinTech, career development and more
- Conduct marketing research on prospective clients' retirement goals and expectations
- Complete a comprehensive retirement plan for a hypothetical client - covering all areas of the financial planning process, including insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning guidance
CANDIDATE REQUIREMENTS
The ideal candidate will possess the following qualifications and attributes:
- Pursuing a business-related degree from an accredited college or university
- At least three years of undergraduate studies completed
- Excellent verbal and written communication skills
- Proficiency in Microsoft Excel and Word
- Ability to quickly learn and adapt to new systems and technology
- A highly motivated, self-starter
The Mather Group is an equal-opportunity employer and welcomes candidates from diverse backgrounds.
