Job description

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.

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
$8.0 billion in assets under management
14 offices in established markets: Chicago (headquarters), Atlanta, Austin, Dallas, Houston, Knoxville, Morristown NJ, Nashville Area, Portland Area, San Francisco Bay Area, Seattle Area, Spring TX, and Washington DC Area
160+ 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)

Data above as of September 30, 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

As a Senior Wealth Advisor, you will be responsible for:
Serving as the relationship management point of contact for approximately 100 to 130 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 clients
Assisting in writing firm communication 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
Attending Wealth Management training sessions led by Senior Advisors
Assisting with department projects and on committees, as requested
CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

8+ years of professional experience with a track record of building and maintaining client relationships
Bachelor’s degree required, preferably with a 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.

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