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
The Mather Group 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 expert financial advice.
OUR INDUSTRY'S CHALLENGE & OUR SOLUTION
The Mather Group is a federally registered investment advisor with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients chose 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 incentive 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 $4.7 Billion in assets under management*
- Seven offices in established markets: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, and San Francisco Bay Area
- 90 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
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*As of October 7, 2020
about THE POSITION
As a Senior Wealth Advisor, you’ll be responsible for:
- Meeting with high net worth referrals to bring in new business
- Introducing the firm’s comprehensive retirement planning process (financial planning, tax planning, estate planning) to prospective clients
- Serving as point of contact for 150 clients
- Actively communicating with clients on a daily basis, providing advice on cash flows, tax planning strategies, estate/insurance inquiries, investment goals and retirement planning needs
- Implementing recommendations and strategies with assistance from our support staff
- Assisting in updating and maintaining clients’ financial plans
- Growing the business by meeting with prospective clients in the Houston market
- Continually reinforcing the firm’s value proposition with clients and encouraging referrals
CANDIDATE REQUIREMENTS
The ideal candidate will possess the following qualifications and attributes:
- 5+ 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.
