Mattern Wealth Management LLC, is an independent, Registered Investment Advisory Firm (RIA) in Lawrence, KS. We provide fee-only wealth management services to individuals, families, business owners, trusts, institutions, charitable foundations, and retirement/profit-sharing plans. Our Mission is to help people make sound financial decisions that enable them to achieve their goals and live life to the fullest. We are committed to attracting, developing, and retaining top talent with a client-first attitude and a servant's heart.

MWM seeks associates who share our core values of humility, motivation, and integrity. Could this be you? If so, you'll enjoy our supportive work environment, our reputation for excellence, working with established clients, and extensive growth potential with career paths to help you reach your personal and professional aspirations.

Job Summary

Excellent opportunity within the Wealth Management Industry. Looking for a highly motivated individual who is interested in a long-term opportunity helping shape an already successful financial planning practice. This is an entry-level support role on the client account management team. Responsibilities include preparing client reports, administering client data gathering and maintenance, scheduling client meetings, and responding to administrative client queries.

Key Accountabilities:

In this role, your client service responsibilities include:

• Ensuring timely responses to all client correspondence and inquiries.
• Identifying opportunities to improve our client service processes.
• Contribution to the overall firm client service experience.
• Supporting the Team in creating and ensuring accuracy in presentation materials, preparing for meetings, and follow up with post-meeting deliverables.
• Assisting in client onboarding, with evolving participation in additional client meetings.
• Building trusted, collaborative relationships with our custodian’s operations teams to execute cashiering, deposits, withdrawals, and other transactions properly and accurately.

Your technology responsibilities include:

• Developing expertise in our firms’ technology and software tools and platforms within your first year of employment.
• Managing the firm's CRM vendor relationship and others as responsibilities increase over time.

Qualifications

We seek candidates who:

• Are well organized with extraordinary attention to detail.
• Are responsive and effective communicators, verbally and in writing.
• Possess strong ethics, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information.
• Enjoy collaborating and being part of a team that puts clients first.
• Have the emotional intelligence and self-awareness to develop an effective working relationship with a diverse team of colleagues and to successfully serve a diverse client base.
• Are eager to learn about the industry and our firm and enjoy working in a fast-paced hands-on environment.
• Are tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software.
• Are open to feedback and coaching.
• Have a positive, can-do attitude.
• Want to successfully develop into a role with long-term growth potential within our firm.

Education, Experience, Licenses, and Designations

We seek the following in our client service associates:

• A bachelor’s degree
• Two years of financial services experience (preferred); experience as a Registered Investment Advisor intern, in general business, or in a client service role will also be considered.
• Experience working with a custodial operations team is desired.
• Licenses and designations may be acquired on the job, but the ability to acquire them and the desire to expand your knowledge to bring value to the firm are paramount.

Instructions for applying for this position:

Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions, or your resume will be rejected.

Thank you!

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Lawrence, KS 66047: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Language:

• English (Required)

License/Certification:

• Driver's License (Required)

Work Location: In person

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