Wealth Advisor

The Mather Group, LLC; Knoxville (TN); On-site; USD 90,000 - 150,000; Full time

Job summary

The Mather Group, LLC is seeking a Wealth Advisor in Knoxville, TN to guide clients on asset allocation, cash flow, and retirement strategies, with leadership responsibilities for the Lafayette team. You will coordinate planning services, conduct discovery, and prepare tailored analyses to communicate recommendations.

Ideal candidates will have a finance-related degree, a proven track record with high-net-worth clients, and strong leadership and collaboration skills, including experience with

Qualifications

• Bachelor’s degree in Finance, Accounting, Financial Planning, or Consumer Economics.
• A track record of cultivating and sustaining high-net-worth client relationships.
• Demonstrated leadership capabilities and willingness to play a role in leading a region.
• Promote collaboration and build relationships internally, across various functions (tax, trading, investment, client service, etc.).
• Experience with MoneyGuidePro, or other financial planning technologies.
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.

Responsibilities

• Coordinate and drive the delivery of TMG’s wealth planning services and resources to benefit our clients (investment, tax, estate planning, etc.).
• Through a robust discovery process, identify and prioritize key planning needs and objectives; determine short and long-term deliverables and develop a plan to accomplish them.
• Prepare tailored financial planning analyses for clients, creating presentation materials to effectively communicate recommendations.
• Lead and conduct client meetings in a cadence that aligns with TMG’s client service model.
• Manage the client experience by methodically liaising with investment and tax colleagues and service teams.
• Drive new business through existing client referrals.
• Oversee the building and ongoing management of client portfolios.
• Participate in Wealth Advisor training and implement best practices.
• Continuously reinforce TMG’s value proposition – you don’t get one Advisor, you get TMG.

Skills

Leadership

Relationship management

Collaboration

Organized & detail oriented

Education

Bachelor’s degree in Finance, Accounting, Financial Planning, or Consumer Economics

Tools

MoneyGuidePro

Job description

TMG’s Wealth Advisor role offers a unique opportunity to make a meaningful impact on our clients’ financial lives while advancing your career in a dynamic entrepreneurial and collaborative team environment. As the trusted advisor, you will provide expert guidance on asset allocation, cash flow, and retirement strategies, ensuring each client’s financial future is secure.

This specific role also offers the opportunity to serve as a leader to our Lafayette team, cultivating relationships and driving engagement across various functions and teams.

Role Responsibilities

• Coordinate and drive the delivery of TMG’s wealth planning services and resources to benefit our clients (investment, tax, estate planning, etc.).
• Through a robust discovery process, identify and prioritize key planning needs and objectives; determine short and long-term deliverables and develop a plan to accomplish them.
• Prepare tailored financial planning analyses for clients, creating presentation materials to effectively communicate recommendations.
• Lead and conduct client meetings in a cadence that aligns with TMG’s client service model.
• Manage the client experience by methodically liaising with investment and tax colleagues and service teams.
• Drive new business through existing client referrals.
• Oversee the building and ongoing management of client portfolios.
• Participate in Wealth Advisor training and implement best practices.
• Continuously reinforce TMG’s value proposition – you don’t get one Advisor, you get TMG.

Required Experience

• Bachelor’s degree, preferably in Finance, Accounting, Financial Planning, or Consumer Economics
• A track record of cultivating and sustaining high-net-worth client relationships.
• Demonstrated leadership capabilities and willingness to play a role in leading a region
• Promote collaboration and build relationships internally, across various functions (tax, trading, investment, client service, etc.)
• Experience with MoneyGuidePro, or other financial planning technologies
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously

Role Information