About the Job

The Mather Group is seeking a motivated Client Associate to join our dynamic team. In this role, you’ll drive business growth through daily outreach to prospective clients, articulating TMG’s comprehensive wealth management services and fiduciary commitment. You’ll gain hands-on experience in financial planning, investment proposals, and tax strategies, while developing expertise in top-tier technology platforms. Ideal for ambitious new-in-career professionals, this opportunity provides growth with a firm committed to client impact and your professional development.
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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.
• Learning all 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
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Required Experience

• 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.
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Role Information

• Location: Chicago, IL
• Role Information: Full-Time
• Salary Range: 62K/yr + Bonus
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Featured benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave
• Tuition assistance
• Disability insurance
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TMG's an equal opportunity employer and welcomes candidates from diverse backgrounds