You are viewing a preview of this job. Log in or register to view more details about this job.

Private Wealth Management Intern 2023 - Chicago

 The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind.

TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). This means we have a fiduciary duty to always act in our clients' best interests. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.

We educate investors on what the fiduciary responsibility really means, at a time when it is more important than ever.

  • $8.0 billion in assets under management
  • 14 offices in established markets: Chicago (headquarters), Atlanta, Austin, Dallas, Houston, Knoxville, Morristown NJ, Nashville Area, Portland Area, San Francisco Bay Area, Seattle Area, Spring TX, and Washington DC Area
  • 160+ staff members and growing
  • Named among Crain’s Chicago Business Fast 50 (2021, 2022)
  • Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021, 2022)
  • Named among Financial Advisor 50 Fastest-Growing RIAs (2022)
  • Named among Financial Planning Top 150 Fee-only RIAs (2018, 2019, 2020, 2021, 2022)
  • Named among Pensions & Investments Best Places to Work in Money Management (2021)
 
Data above as of September 30, 2022.
Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Please visit our website at www.themathergroup.com for additional information regarding TMG’s awards and recognition.
 
TMG’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 guidance. 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 guidance, 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 guidance
 
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 is an equal opportunity employer and welcomes candidates from diverse backgrounds.