Senior Financial Planner — Path to Wealth Advisor

The Mather Group, LLC; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

The Mather Group, LLC is seeking a Senior Financial Planning Associate in Chicago to support Wealth Advisors in developing and executing comprehensive financial plans. This role trains across systems and processes, with progression toward a Wealth Advisor role, while upholding fiduciary client service standards.

Responsibilities include using MoneyGuide Pro to build plans, presenting strategies, coordinating with internal teams, and maintaining client records.

Qualifications

• Bachelor's degree in financial planning, consumer economics, or a related field.
• 3–5 years of experience in financial planning, client-facing.
• CFP certification is required.
• Proficiency with MoneyGuide Pro.
• Strong understanding of tax and estate planning concepts.
• Desire to grow into a Wealth Advisor role.
• Ability to work independently and in a team in a fast-paced environment.
• Excellent interpersonal and communication skills.

Responsibilities

• Support multiple Wealth Advisors by helping them develop and define financial planning strategies tailored to each client's goals and circumstances.
• Utilize MoneyGuide Pro and Orion to build, analyze, and present financial plans.
• Reinforce the firm's client service model to ensure high-quality client experience.
• Partner with internal departments to execute client requests and planning strategies.
• Prepare meeting materials, plan updates, and follow-up documentation for advisor-client meetings.
• Maintain accurate records of client interactions and planning activity in Salesforce.
• Support and, where appropriate, lead client meetings and check-ins in person, via Zoom, and by phone.
• Begin taking on individual clients and build a personal practice under advisor guidance.

Skills

Client-facing

Communication

Independent work

Team collaboration

Education

Bachelor's degree in financial planning or related field

CFP certification

Tools

MoneyGuide Pro

Job description

The Mather Group, LLC is seeking a Senior Financial Planning Associate in Chicago to support Wealth Advisors in developing and executing comprehensive financial plans. This role trains across systems and processes, with progression toward a Wealth Advisor role, while upholding fiduciary client service standards.

Responsibilities include using MoneyGuide Pro to build plans, presenting strategies, coordinating with internal teams, and maintaining client records.