Client Associate; Inside Sales

This range is provided by The Mather Group, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$60,000.00/yr - $62,000.00/yr

Annual Bonus

Direct message the job poster from The Mather Group, LLC

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.

CLIENT ASSOCIATE (INSIDE SALES)

The Mather Group is seeking a motivated Client Associate to join our dynamic team. In this role, you’ll drive business growth through daily outreach to prospective clients, articulating TMG’s comprehensive wealth management services and fiduciary commitment. You’ll gain hands-on experience in financial planning, investment proposals, and tax strategies, while developing expertise in top-tier technology platforms. Ideal for ambitious new-in-career professionals, this opportunity provides growth with a firm committed to client impact and your professional development.

SPECIFIC ROLE RESPONSIBILITIES

• Calling prospective clients daily to articulate TMG's value proposition (this will fill the majority of each day during the first year of the aspiring Business Development Associate or Financial Planning Associate)
• Driving business development through our proprietary sales process
• Gathering information and building financial plans for prospective clients using Money Guide Pro 's financial planning software
• Working with the Investment Committee to assemble investment proposals, 401k recommendations, and financial product cost analyses for prospective clients.
• Learning all facets of TMG's technology platforms and integrations
• Assisting the Tax Team in tax preparation and Roth conversion strategies
• Enrolling in and completing a CFP program offered by a reputable university within three years of employment.
• Ensuring professional development through ongoing education and participation in Wealth Management knowledge-sharing and training opportunities.
• Assisting with firmwide projects, as requested

CANDIDATE REQUIREMENTS

• 1 year of professional experience in the Financial Services industry
• Bachelor's degree required, preferably with a concentration in Financial Planning, Business, or Communications
• Strong track record of achievement and meeting/exceeding ambitious targets
• Excellent verbal and written communication skills
• A motivated, self-starter looking for a place to grow your career.

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function
  
  Sales, Business Development, and Customer Service

Referrals increase your chances of interviewing at The Mather Group, LLC by 2x

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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