Work for clients... not a quota!

Our award-winning team is looking to add talented individuals who share our values, are inspired by our mission, and will love both the clients we serve and the teammates that serve them.

Careers at MFT

What we do...

Our mission is to be “A Sanctuary from the Noise®." The public is confronted by a 24/7 news cycle, a parade of financial gurus, an infinite amount of information and opinion on the internet, a deluge of tweets and social media posts, and thousands of people pitching their products and services. That’s a lot of noise!

We provide truly independent, objective, expert financial planning and wealth management to a select group of families, giving our clients financial confidence, security and peace of mind.

We are paid only by our clients directly to serve only our clients. We do not sell financial products. We are fee-only financial planners and investment advisors that work exclusively in a fiduciary capacity to clients. We simply do not have the conflicts of interest that plague most of the “advisers” offering help to the public.

We help our clients take and keep control of their finances and develop a clear vision for the present, future, and their legacies.

Our Core Values...

It is easy to dismiss core values because in many cases they are just words on a page. Not here. We hire, evaluate, and reward our team based on them. We believe this practice is a major contributor to our receipt of many significant accolades including being named a Best Place to Work for Financial Advisors by InvestmentNews. Our people and culture are our most valuable assets and we strive to live these core values every day. 

If these values describe you, we should talk.

Integrity

Integrity

  • Congruence between words and deeds
  • Saying what needs to be said over what another wants to hear
  • Doing the right thing the right way

Lifetime Learning

Lifetime Learning

  • No one knows it all
  • To be an expert, learn from the best
  • To stay an expert, keep up with change

Passion for Excellence

Passion for Excellence

  • Seeking to delight our clients
  • "Good enough" isn't good enough
  • Exceeding expectations

A Balanced Life

A Balanced Life

  • Family first
  • Happiness comes from great relationships
  • Work should enhance one's life not detract from it

Leadership by Example

Leadership by Example

  • Leaders are servants to a cause
  • Only act with good intent
  • Do what you say you will

Respect for Others

Respect for Others

  • Excellent teams have excellent teammates
  • Advising is not judging
  • Assume good intent from others

Why we are special...

  • We are accountable to the highest legal and ethical standards in all our service to clients.

  • We are committed to staying truly independent, working exclusively for clients and no other parties.

  • We work actively to assure our team has a great working environment, opportunities for personal and career growth, and is well compensated for their excellence.

Current Opportunities at MFT

Operations and Systems Associate - Orlando, Florida

Operations and Systems Associate

Overview:

This position involves a variety of account administration and operational duties and plays a critical role in providing back-office support and ensuring all client data is handled in a secure and accurate manner.

Applicants, please send resumé and cover letter to Sara Nash via email, sara@moisandfitzgerald.com. No calls or drop-ins please.

Job Description

Responsibilities:

  • Manage the day-to-day operational duties of the firm
  • Become a subject matter expert with current technology platform, Envestnet/Tamarac suite (Reporting, CRM, Rebalancer)
  • Contribute to the development and documentation of operating procedures to automate processes, improve firm scalability, and enhance client experienc
  • Train team members on current and future firm technology
  • Manage online access to outside client accounts, working with clients to maintain credentials 
  • Perform firm and account level reporting
  • Perform client quarterly and billing report process
  • Establish and maintain Client Portals, providing training to clients as needed
  • Maintain and update social media accounts and website
  • Assist with regulatory filings, record maintenance, and monitoring of firm compliance procedures
  • Provide back up support to the Trading Department
  • Monitor technology developments and opportunities through integrations of technology providers 

Ideal candidates will:

  • Have experience working in an IT role
  • Be accurate and detail oriented
  • Be a problem solver with ability to think outside the box
  • Be a motivated self-starter able to grow the position
  • Communicate professionally with clients, both written and verbal
  • Have a positive attitude and strong ability to work effectively on a team
  • Possess ethical standards and maintain client confidentiality
  • Be comfortable working in a deadline-driven environment
  • Ability to grasp concepts quickly
  • Have strong leadership capabilities
  • Have experience with portfolio management and CRM software (preferred but not required)

Orlando, Florida Financial Planning "Returnship" - An internship for someone re-entering the workforce

Financial Planning Returnship - Orlando, FL

Launched in the spring of 2017, the Financial Planner Re-Entry Initiative (FPRI) is an innovative program of the CFP Board Center for Financial Planning conducted in partnership with nationally recognized career re-entry consultant iRelaunch. The FPRI supports financial services firms in establishing re-entry programs for experienced professionals seeking to return to the workforce in financial planning positions.

Moisand Fitzgerald Tamayo, LLC is currently hiring a full-time previous professional in any field interested in shadowing our advisors and learning about what it takes to become a CERTIFIED FINANCIAL PLANNER™. The ideal candidate will be ready to return to the workforce after a two or more year break from professional life to raise children, take care of a loved one, etc. This position is entry level and will start with a six-week internship or “returnship” in our Orlando office with a possible offer of a permanent position upon conclusion.

Applicants, please send resumé and cover letter to Sara Nash via email, sara@moisandfitzgerald.com. No calls or drop-ins please.

Job Description

 Responsibilities:

      • Assist financial planning department in various tasks and projects
      • Shadow daily activities of the financial planning department
      • Enter and update data for client relationship management software from various sources
      • Help prepare for and participate in select client meetings 

 Timeline:

      • Schedule: 8 a.m. to 4:30 p.m. Monday through Friday
      • Date range TBD
      • Six weeks in Melbourne and Orlando offices

Eligibility Requirements: 

      • Re-entering the workforce after a break of one or more years
      • Bachelor’s Degree or higher (preferably in Business, Accounting or Finance)
      • CFP® certificant or committed to becoming a CFP® professional

Skills and abilities that are important for success in this position and with the firm: 

      • Knowledgeable in Microsoft Windows, Office
      • Good verbal and written communication skills
      • Analytic and creative, problem solver, investigator
      • Detailed, thorough and accurate
      • Self-starter, quick learner, independent
      • Organized
      • Able to maintain priorities while multi-tasking and working with multiple supervisors
      • Positive attitude
      • Good interpersonal skills