Private Wealth Management Intern
The Mather Group is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services while keeping our clients’ best interests in mind. We find the most cost-effective investment strategies, and clients pay only for our financial advice.
- Approximately $4 Billion in assets under management*
- Seven offices in established markets: Chicago, Houston, Dallas, Atlanta, Austin, Philadelphia Area, Knoxville, and San Francisco Bay Area
- 75 staff members and growing
- Named #43 on RIA Channel’s Top 100 Wealth Managers (2020)
- Named to Barron's Top 100 Independent Advisor List (2018,2019)
- Named to Financial Times Top Advisers List (2016,2017,2018,2019)
*As of September 14, 2020
The Mather Group’s Summer Internship Program is designed to give driven, business-focused students a broad knowledge base of the wealth management industry—including financial planning, client relationship management, portfolio management, risk management, tax planning and estate planning. You will gain hands-on experience with common industry software and acquire skills necessary to help secure a job in the wealth management field after graduation.
Summer Internship Program participants will:
• Assist with the execution of our proprietary marketing strategy, providing real-time
experience speaking with corporate executives about our unique value proposition
• Benefit from upper management-led lectures on a variety of topics, including financial
planning, investments, estate planning, trading, FinTech, career development and more
• Conduct marketing research on prospective clients’ retirement goals and expectations
• Complete a comprehensive retirement plan for a hypothetical client—covering all areas
of the financial planning process, including insurance, employee benefits, investments,
cash flow strategies, income tax planning and estate planning
The ideal candidate will possess the following qualifications and attributes:
• Pursuing a business-related degree from an accredited college or university
• At least three years of undergraduate studies completed
• Excellent verbal and written communication skills
• Proficiency in Microsoft Excel and Word
• Ability to quickly learn and adapt to new systems and technology
• A highly motivated, self-starter
The Mather Group (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov. Please visit www.themathergroup.com for additional disclosures.