Senior Financial Planning Associate

The Mather Group, LLC; Walnut Creek (CA); On-site; USD 95,000 - 135,000; Full time

Job summary

The Mather Group, LLC is a leading independent wealth advisory firm seeking a Senior Financial Planning Associate to support Wealth Advisors in crafting and executing comprehensive financial plans. You will use MoneyGuide Elite and Orion to build and present strategies while ensuring a high-quality client experience across advisor relationships.

As you gain full proficiency in all systems, you will start managing your own clients and begin building a personal practice under mentor guidance,

Qualifications

• Bachelor's degree in financial planning, consumer economics, or a related field.
• Three to five years of experience in financial planning or a related field, preferably client-facing.
• CFP® or other accredited designation required.
• Proficiency in MoneyGuide Elite and related planning tools.
• Strong understanding of tax and estate planning.

Responsibilities

• Support multiple Wealth Advisors by helping develop and define client financial plans.
• Utilize MoneyGuide Elite and Orion to build, analyze, and present plans.
• Maintain high-quality client service across advisor relationships.
• Coordinate with operations, trading, and client service to fulfill requests.
• Prepare meeting materials and follow-up documentation for advisor-client meetings.
• Maintain accurate records in Salesforce.
• Lead client meetings and check-ins when trained.
• Build a personal practice under advisor and firm guidance.
• Stay current on tax, estate, and financial planning concepts.

Skills

CFP designation

Client-facing experience

Interpersonal communication

Ethics and confidentiality

Education

CFP certification

Bachelor's degree in financial planning / consumer economics

Tools

MoneyGuide Elite

Orion

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.

The Senior Financial Planning Associate supports multiple Wealth Advisors by helping them develop, define, and execute financial planning strategies using the firm's planning tools and resources. This role plays a central part in the client service model, acting as a trusted resource to advisors and a coordinating partner across internal departments to ensure client requests and planning strategies are carried out accurately and efficiently. As the Senior Financial Planning Associate becomes fully trained across all systems and processes, they will begin taking on their own clients and building the foundation of a personal practice, progressing toward a Wealth Advisor role.

Role Responsibilities

• Support multiple Wealth Advisors by helping them develop and define financial planning strategies tailored to each client's goals and circumstances.
• Utilize the firm's planning tools and resources, including MoneyGuide Elite and Orion, to build, analyze, and present financial plans.
• Effectively support and reinforce the firm's client service model, ensuring a consistent and high-quality client experience across all advisor relationships.
• Partner with internal departments (e.g., operations, trading, client service) to execute client requests and implement financial planning strategies.
• Prepare meeting materials, plan updates, and follow-up documentation in support of advisor-client meetings.
• Maintain accurate and timely records of client interactions, planning activity, and follow-up items in Salesforce.
• Support and, where appropriate, lead client meetings and check-ins in person, via Zoom and phone calls.
• Once fully trained on all systems and processes, begin taking on individual clients and building a personal practice under advisor and firm guidance.
• Stay current on tax, estate, and financial planning concepts to provide sound, well-informed recommendations.

Required Experience

• Bachelor's degree in financial planning, consumer economics, or a related field.
• Three to five years of experience in financial planning or a related field, preferably in a client-facing role.
• CERTIFIED FINANCIAL PLANNER™ (CFP®) or other accredited designation required.
• Proficiency in financial planning software such as MoneyGuidePro.
• Strong understanding of financial planning concepts, including tax and estate planning.
• Desire to grow into a Wealth Advisor role.
• 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 clients' best interests.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly.

Role Information

• Status: Full-Time
• Compensation Structure: Base Salary + Bonus
• Reports to: Courtney Fuller Director of Financial Planning