The Mather Group Wealth Advisor - Dallas

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. We find the most cost-effective investment strategies, and clients pay only for our professional financial advice.

OUR INDUSTRY'S CHALLENGE & OUR SOLUTION

TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). This means we are a fiduciary, and as such, we are transparent on costs, and only make recommendations that are in the best interest of our clients, minimizing cost whenever possible. 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 main concern is working to ensure the best interest of our clients is always met, and creating longevity in our relationships.  Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions.  Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees, which means we do not incentivize ourselves at our client’s expense.

What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever.

WE'VE MADE COMPELLING PROGRESS

  • Approx $5.6 Billion in assets under management*
  • Seven offices in established markets: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, and a presence in the San Francisco Bay Area
  • 100+ staff members and growing
  • Named #43 on RIA Channel’s Top 100 Wealth Managers (2020)
  • Named to Barron's Top 100 Independent Advisor List (2018, 2019, 2020)
  • Named to Financial Times Top Advisers List (2016, 2017, 2018, 2019)
  • Named as one of the Top 15 RIA firms by Financial Planning
  •  *As of February 2, 2021

    Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion.

about THE POSITION

As a Wealth Advisor (Dallas, TX), you’ll be responsible for:

  • Serving as the relationship management point of contact for approximately 130 clients.
  • Providing advice on investment management, cash flows, and retirement planning strategies.
  • Proactively communicating with clients and following up on the implementation of the advice given.
  • Assisting in updating and maintaining the client’s financial plan.
  • Promoting TMG’s value proposition and encourage referrals from existing clients.
  • Assisting in writing firm communication to clients.
  • Providing support to outside Sales Advisors throughout the sales process.
  • Assisting in the recruitment process of new Wealth Advisors.
  • Ensuring professional development through ongoing continuing education.
  • Overseeing, mentoring, and training Client Associates in your Wealth Management region.
  • Attending Wealth Management training sessions led by Senior Wealth Advisors.
  • Assisting with department projects, as requested.
  • Serving on department committees, as requested.
  • Reporting to the Director of regional Wealth Management Team

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

  • 3+ 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 Planner (CFP) 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

The Mather Group is an equal opportunity employer and welcomes candidates from diverse backgrounds.

Apply Now

Please select an open position

Please enter a valid email address

Please enter a message

Please enter your full name

Please enter a valid phone number

Please upload your resume in PDF format

Invalid Input

The Mather Group

HOW SMART INVESTORS RETIRE™

                     Barrons Top 100 2019                          

Click here for more information on Awards & Recognitions.

Get in touch with us or find one of our office locations   Contact us

The Mather Group, LLC Acquires Chicago-Based Trinity Financial Advisors. #themathergroup #tmgacquisitionhttps://t.co/UJShSEghoO
TMG has the mature wealth-tech infrastructure to attract high net worth clients and the scale to deliver best-in-cl… https://t.co/mLlTLj6sO8