Wealth Planning Associate: Path to Advisor Role

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 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,