Financial Planning Associate Legacy at TMG

The Mather Group, LLC; Chicago (IL); On-site; USD 60,000 - 75,000; Full time

Job summary

The Mather Group, LLC in Chicago seeks a detail-oriented Financial Planning Associate to support our wealth management team. You will help develop comprehensive financial plans across retirement, tax strategy, estate planning, and investment management, gathering client data and preparing clear materials for meetings.

The role requires hands-on use of Salesforce and MoneyGuidePro/eMoney, collaboration with wealth advisors, and ongoing professional development toward S65 and CFP designations.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Consumer Economics, or related field.
• S65 license required or willing to obtain within 90 days of hire.
• Desire to pursue the CFP designation and familiarity with MoneyGuidePro/eMoney.

Responsibilities

• Support wealth advisors to create comprehensive financial plans across retirement, tax, estate, and investment management.
• Enter client information into Salesforce and MoneyGuidePro/eMoney ensuring data integrity.
• Prepare client presentations and meetings communicating financial plans and recommendations.
• Stay updated on industry trends, tax law changes, and investment strategies.

Skills

Analytical skills

Communication skills

Attention to detail

Organizational skills

Client data gathering

Education

Bachelor’s degree (Financial Planning / Finance / Consumer Economics)

S65 license

CFP designation pursuit

Tools

Salesforce

MoneyGuidePro

eMoney

Job description

The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.

As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind

You don’t get one advisor – you get The Mather Group.

Financial Planning Associate (Legacy at TMG)

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 MoneyGuidePro, and preparing clear, compelling materials for client meetings.

Role Responsibilities

• Support and collaborate with wealth advisors to create comprehensive financial plans that encompass retirement planning, tax strategies, estate planning, and investment management.
• Entering 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.
• Ensuring compliance with regulatory requirements and internal policies in the development and execution of financial plans.
• Participating in client meetings to gather relevant financial information; comprehending clients’ goals, risk tolerance, and financial aspirations.
• Actively pursuing professional development opportunities, including obtaining relevant certifications, to enhance knowledge and skills in financial planning.

Required Experience

• Bachelor’s degree in Financial Planning, Finance, Consumer Economics, or a related field
• Relevant internship experience required.
• S65 license required or willing to obtain within 90 days of hire.
• Desire to pursue the Certified Financial PlannerTM (CFP®) designation.
• Familiarity with MoneyGuidePro, 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.

Role Information

• Location: Chicago– 3 days in office required
• Role Classification: Full-Time, Exempt – 40+ hours per week
• Reports to: Laura Sweeney, Executive Director