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 fiduciary responsibility really means, at a time when it is more important than ever.
ABOUT THE POSITION
- Provide day-to-day client management support to Wealth Advisors
- Create comprehensive financial plans that encompass retirement planning, tax strategies, estate planning, and investment management.
- Participate in client meetings to gather relevant financial information, comprehending clients’ goals, risk tolerance, and financial aspirations.
- Enter client information into repositories, including Salesforce and MoneyGuidePro/eMoney while maintaining accurate and up-to-date client information, ensuring data integrity across all technologies.
- Assist in preparing client presentations and meetings, communicating financial plans and recommendations effectively to clients.
- Stay abreast of industry trends, tax law changes, and investment strategies to contribute valuable insights to the financial planning process.
- Ensure compliance with regulatory requirements and internal policies in the development and execution of financial plans.
- Actively pursuing professional development opportunities, including obtaining relevant certifications, to enhance knowledge and skills in financial planning.
CANDIDATE REQUIREMENTS
The ideal candidate will possess the following qualifications and attributes:
- Bachelor’s degree in financial planning, finance, consumer economics, or a related field
- Minimum three years of relevant experience.
- CFP® designation required.
- Familiarity with MoneyGuidePro, or other financial planning technology.
- Immediate understanding of financial products and financial planning concepts.
- Excellent analytical skills and attention to detail.
- Effective communication skills, both written and verbal.
- Strong organizational and time-management abilities.
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.
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