The Mather Group, LLC · 1 month ago
Client Associate (Inside Sales)- Chicago, IL
Chicago, IL
Full-time
Onsite
Entry Level
$62K/yr - $62K/yr
1+ years expThe Mather Group is one of the fastest-growing independent investment advisory firms in the country, offering comprehensive wealth management services. They are seeking a motivated Client Associate to drive business growth through outreach to prospective clients and gain hands-on experience in financial planning and investment proposals.
Financial Services
Responsibilities
Calling prospective clients daily to articulate TMG's value proposition (this will fill the majority of each day during the first year of the aspiring Business Development Associate or Financial Planning Associate)
Driving business development through our proprietary sales process
Gathering information and building financial plans for prospective clients using MoneyGuidePro's financial planning software
Working with the Investment Committee to assemble investment proposals, 401k recommendations, and financial product cost analyses for prospective clients
Learning all facets of TMG's technology platforms and integrations
Assisting the Tax Team in tax preparation and Roth conversion strategies
Enrolling in and completing a CFP program offered by a reputable university within three years of employment
Ensuring professional development through ongoing education and participation in Wealth Management knowledge-sharing and training opportunities
Assisting with firmwide projects, as requested
Qualification
Required
1 year of professional experience in the Financial Services industry
Bachelor's degree required, preferably with a concentration in Financial Planning, Business, or Communications
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
Preferred
Enrolling in and completing a CFP program offered by a reputable university within three years of employment
Ensuring professional development through ongoing education and participation in Wealth Management knowledge-sharing and training opportunities
Benefits
Bonus opportunity
Opportunity to participate in TMG’s Management Incentive Program (MIP)
Company
The Mather Group, LLC
You don’t get one advisor, you get The Mather Group.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Vistria Group
2022-04-06Private Equity
Leadership Team
Jennifer des Groseilliers
Chief Executive Officer
John Laurito
Chief Growth Officer
Recent News
Private Banker International
2026-01-13
2026-01-12
Company data provided by crunchbase