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 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
- $9.9 Billion in assets under management
- 16 offices in and around established markets, including Chicago, IL (headquarters); Atlanta, GA; Austin, TX; Cincinnati, OH; Dallas, TX; Houston, TX; Knoxville, TN; Morristown, NJ; Nashville, TN; Portland, OR; San Francisco, CA; Seattle, WA; Tampa, FL; and Washington, DC.
- 165+ staff members and growing
- Named among Crain's Chicago Business Fast 50 (2021, 2022, 2023)
- 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 June 30, 2023. 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
As a Senior Wealth Advisor, you’ll be responsible for:
- Serving as the relationship management point of contact for approximately 150 clients.
- Providing advice on investment management, cash flows, and retirement planning strategies. Proactively communicating with clients and following up on the implementation of advice given. Assisting in updating and maintaining clients' financial plans.
- Promoting TMG’s value proposition and encouraging referrals from existing clients.
- Assisting in writing firm communications to clients.
- Providing support to outside Sales Advisors throughout the sales process.
- Assisting in the recruitment of new Wealth Advisors.
- Ensuring professional development through ongoing continuing education.
- Overseeing, mentoring, and training Client Associates in your Wealth Management region.
- Leading Wealth Management training sessions for Wealth Advisors and Client Associates.
- Assisting with department projects, as requested.
- Serving on department committees, as requested.
- Reporting to the Director or Senior Director of Wealth Management.
CANDIDATE REQUIREMENTS
The ideal candidate will possess the following qualifications and attributes:
- 10+ 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 (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
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.
Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.
