Financial Planning Associate

This role is part of The Mather Group, LLC which has provided the following pay range for this position. The actual compensation will be based on your skills and experience—contact your recruiter for more details.

This range is provided by The Mather Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$75,000.00/yr - $90,000.00/yr

Direct message the job poster from The Mather Group, LLC

The Mather Group (TMG) is seeking a detail-oriented Financial Planning Associate to support our growing wealth management team. We are looking for a professional who combines strong analytical skills with a client-focused mindset to help develop comprehensive financial plans across retirement, tax strategy, estate planning, and investment management. The ideal candidate will excel at gathering and interpreting client data, maintaining accurate information across systems like Salesforce and Money Guide Pro , and preparing clear, compelling materials for client meetings.

• Collaborating and supporting wealth advisors to create comprehensive financial plans that encompass retirement planning, tax strategies, estate planning, and investment management.
• Participating in client meetings to gather relevant financial information; comprehending clients’ goals, risk tolerance, and financial aspirations.
• Entering client information into repositories, including Salesforce and Money Guide Pro  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.
• Ensuring 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.

• Bachelor’s degree in Financial Planning, Finance, Consumer Economics, or a related field
• Relevant internship experience required.
• Desire to pursue the Certified Financial Planner
  
  TM (CFP®) designation within 18 months of hire.
• Familiarity with Money Guide Pro  or other financial planning technology.
• Knowledge 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.

• Location:
  
  Chicago – 3 days in office required
• Role Classification:
  Full-Time, Exempt – 40+ hours per week
• Compensation: $70,000 - 85,000, plus annual bonus opportunity. Final compensation / base salary will be commensurate with experience.

Associate

Full‑time

Finance

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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