What are the responsibilities and job description for the Financial Planning, Senior Associate position at The Mather Group, LLC?

THE MATHER GROUP

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.

What we are doing differently is educating our clients on what fiduciary responsibility really means, 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, SENIOR ASSOCIATE

TMG is pursuing a dynamic and experienced Senior Associate to join our Financial Planning team. Based in our Dallas office, a Senior Associate’s primary responsibility is providing client management and financial planning support to high-performing Wealth Advisors. Additionally, this role will also serve as a primary advisor for existing client relationships.

This role is a great opportunity for an experienced planner to gain practical, hands-on client-facing experience and primary advisory responsibilities. Over time, advisor responsibilities will increase, and a Senior Associate should expect to evolve into a Wealth Advisor within 3-5 years.

ROLE INFORMATION

Status : Full-Time
Location : Dallas, TX
Compensation Structure : Base Salary Bonus
Reports to : Erin O’Connor-Bell, Director of Financial Planning

SPECIFIC RESPONSIBILITIES

Provide financial planning and client management support to Wealth Advisors, serving as a second chair to their client relationships.

Leverage financial planning technology and other tools to construct comprehensive financial reports and projections.

Attend client and / or prospect meetings, prepare follow-up correspondence, and execute follow-up items, where appropriate.

Construct presentations and materials for client and / or prospect meetings

Serve as the primary advisor on existing client relationships, articulating TMG’s value proposition and providing exemplary client experience.

Collaborate with Client Services and Operations teams to ensure a smooth new client onboarding experience.

Stay informed on industry trends, regulatory changes, and best practices in financial planning.

Ensure continued professional development through ongoing continuing education

Mentor a team of Financial Planning Associates.

IDEAL CANDIDATE REQUIREMENT

Bachelor’s degree in financial planning, consumer economics, or a related field.

Three to five years of experience in financial planning or related field, preferably in a client facing role.

Certified Financial Planner (CFP®) or other accredited designation required.

Proficiency in financial planning software such as eMoney or MoneyGuidePro.

Intermediate understanding of financial planning concepts, including tax and estate planning.

Desire to grow into a Wealth Advisor

Ability to work independently and as part of a team in a fast-paced and dynamic environment.

Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests.

Excellent interpersonal and communication skills, with the ability to build rapport with client sand explain financial concepts clearly.

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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Financial Planning, Senior Associate

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