Senior Financial Planning Associate: Path to Wealth Advisor

The Mather Group, LLC; Portland (OR); On-site; USD 90,000 - 140,000; Full time

Job summary

The Mather Group, LLC in Portland, Oregon seeks a Senior Financial Planning Associate to support multiple Wealth Advisors by developing and executing tailored financial plans. You’ll use MoneyGuide Elite and Orion to build analyses, ensure high-quality service, and coordinate across departments.

As you become fully trained, you’ll handle your own client relationships with guidance from senior leaders and pursue growth toward a Wealth Advisor role.

Qualifications

• Bachelor’s degree in financial planning, consumer economics, or a related field.
• CFP® or other accredited designation required.
• Proficiency with financial planning software such as MoneyGuide Pro.

Responsibilities

• Support Wealth Advisors by developing and defining financial planning strategies for clients.
• Use MoneyGuide Elite and Orion to build, analyze, and present plans.
• Support the client service model to ensure a high-quality client experience.
• Coordinate with operations, trading, and client service to fulfill requests.
• Prepare meeting materials, plan updates, and follow-up documentation.
• Maintain accurate records of client interactions and planning activity in Salesforce.
• Lead client meetings and check-ins in person, via Zoom, and by phone.

Skills

Client communication

Team collaboration

Independent work

Ethics and confidentiality

Education

Bachelor's degree in financial planning

CFP designation

Tools

MoneyGuide Pro

Job description

The Mather Group, LLC in Portland, Oregon seeks a Senior Financial Planning Associate to support multiple Wealth Advisors by developing and executing tailored financial plans. You’ll use MoneyGuide Elite and Orion to build analyses, ensure high-quality service, and coordinate across departments.

As you become fully trained, you’ll handle your own client relationships with guidance from senior leaders and pursue growth toward a Wealth Advisor role.