What are the responsibilities and job description for the Senior Financial Planner 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, SENIOR ASSOCIATE
TMG is pursuing a dynamic and experienced Senior Associate to join our Financial Planning team.Based in our Lafayette office, a Senior Associate’s primary responsibility is providing clientmanagement and financial planning support to high-performing Wealth Advisors. Additionally, this rolewill 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-facingexperience and primary advisory responsibilities. Over time, advisor responsibilities will increase, and aSenior Associate should expect to evolve into a Wealth Advisor within 3-5 years.
ROLE INFORMATION
Specific Responsibilities
Compensation for this role ranges from $80,000 to $125,000, plus bonus, based on relevant experience and CFP certification.
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, SENIOR ASSOCIATE
TMG is pursuing a dynamic and experienced Senior Associate to join our Financial Planning team.Based in our Lafayette office, a Senior Associate’s primary responsibility is providing clientmanagement and financial planning support to high-performing Wealth Advisors. Additionally, this rolewill 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-facingexperience and primary advisory responsibilities. Over time, advisor responsibilities will increase, and aSenior Associate should expect to evolve into a Wealth Advisor within 3-5 years.
ROLE INFORMATION
- Status: Full-Time
- Location: Lafayette, CA
- 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.
- 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 clients and explain financial concepts clearly.
Compensation for this role ranges from $80,000 to $125,000, plus bonus, based on relevant experience and CFP certification.
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.
Salary : $80,000 - $125,000
