What are the responsibilities and job description for the Financial Planning Associate position at The Mather Group, LLC?
THE MATHER GROUP
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registeredinvestment advisory firms in the country, offering comprehensive wealth management serviceswith our clients’ best interests in mind.
What we are doing differently is educating our clients on what fiduciary responsibility reallymeans, at a time when it is more important than ever.
OUR CORE VALUES
Curiosity
Continuously seek knowledge to provide innovative, tailored advice.
Humility
Value client perspectives to build strong, trust-based relationships.
Accountability
Deliver on promises with transparent communication and responsible actions.
Respect
Foster an inclusive environment where all clients feel heard, valued, and appreciated.
Resilience
Adapt and thrive amidst challenges, providing stability, and peace of mind.
Elevate
Continuously seek ways to add value and exceed client expectations.
FINANCIAL PLANNING ASSOCIATE
TMG is pursuing a dynamic Financial Planning Associate to join our Financial Planning team. Based in our Cincinnati office, a Financial Planning Associate’s responsibility is providing support to high-performing Wealth Advisors. This role is a great opportunity to gain practical, hands-on experience and career development.
ROLE INFORMATION
The ideal candidate will possess the following qualifications and attributes:
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.
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registeredinvestment advisory firms in the country, offering comprehensive wealth management serviceswith our clients’ best interests in mind.
What we are doing differently is educating our clients on what fiduciary responsibility reallymeans, at a time when it is more important than ever.
OUR CORE VALUES
Curiosity
Continuously seek knowledge to provide innovative, tailored advice.
Humility
Value client perspectives to build strong, trust-based relationships.
Accountability
Deliver on promises with transparent communication and responsible actions.
Respect
Foster an inclusive environment where all clients feel heard, valued, and appreciated.
Resilience
Adapt and thrive amidst challenges, providing stability, and peace of mind.
Elevate
Continuously seek ways to add value and exceed client expectations.
FINANCIAL PLANNING ASSOCIATE
TMG is pursuing a dynamic Financial Planning Associate to join our Financial Planning team. Based in our Cincinnati office, a Financial Planning Associate’s responsibility is providing support to high-performing Wealth Advisors. This role is a great opportunity to gain practical, hands-on experience and career development.
ROLE INFORMATION
- Status: Full-Time
- Location: Cincinnati, OH
- Compensation Structure: Base Salary Bonus
- Reports to: Erin O’Connor-Bell, Director of Financial Planning
- 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.
The ideal candidate will possess the following qualifications and attributes:
- Bachelor’s degree in financial planning, consumer economics, or a related field.
- Minimum one to three years of relevant experience.
- 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.
