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.

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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 one of the top 75 firms in the country as a Best Place to Work for Financial Advisors by InvestmentNews three times, most recently in 2022. 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.

  • NO ONE on our staff sells products and no compensation is ever based on commissions or quotas. Our team is only paid to advise and serve clients and each person receives a proper salary for their efforts that reflects the professionals they are. 

  • We work actively to assure our team has a great working environment, opportunities for personal and career growth, is well-trained, actively participates in improving their skills and expertise, and is appropriately compensated for their excellence.

Current Opportunities at MFT

Financial Advisor - Orlando, Florida

Has your career hit a ceiling, or do you wish to break away from a traditional financial services firm to work solely as fiduciary in a growing and award-winning firm? We are seeking a Senior CERTIFIED FINANCIAL PLANNER™ Professional with 3+ years of experience who is passionate about working in a fiduciary capacity with high net worth clients and providing expert financial planning advice and wealth management services. We have an opportunity in our main office located in Orlando, Florida. We are a fully independent, fee-only RIA serving about 700 client families and managing roughly $900 million.

In this role, you will:

  • Provide families and business owners with individualized advice on financial planning, strategic asset allocation, retirement planning, estate and tax planning, insurance needs analysis, and cash flow analysis and charitable gifting strategies.
  • Manage relationships with existing clients and begin to build new prospective client relationships from referrals and networking. (Candidates are welcome to bring clients with them but bringing clients is not a requirement for this position.)

Why Choose Us?

  • Long-term opportunity for ownership and equity
  • Excellent corporate culture with extremely low employee turnover. We have appeared in Investment News' list of the 75 Best Places to Work for Financial Advisors three times since 2019.
  • Supported by a seasoned client service team and professional management
  • Competitive compensation package including a base salary commensurate with skills and experience, excellent benefits, and performance-based yearly bonuses based on the quality of work done. We do not sell products, have no quotas, and do not compensate based on "production."

Our firm believes our people and culture are our most valuable assets, so the successful candidate will be a great fit for the role and our culture. 

Applicants, please send resumé and cover letter to Sara Nash via email, [email protected]. No calls or drop-ins please.

Tax Associate - Orlando or Melbourne, Florida

Are you looking for better work-life balance in your career, or do you wish to break away from a traditional accounting firm to work in a growing and award-winning firm? We are seeking a Tax Associate with 1-2 years of experience in public accounting and/or tax filing who is passionate about providing expert tax projection, planning, and preparation services from our Orlando or Melbourne, Florida offices to our wealth management clients. We are a fully independent, fee-only financial planning and investment advisory firm serving about 700 client families and managing roughly $900 million in assets.

In this role, you will:

  • Prepare income tax filings for individuals, trusts, estates, and businesses
  • Meet with families and business owners to provide detailed tax projection and tax planning analysis and look for opportunities for capital gain and loss harvesting in client accounts
  • Provide ongoing tax filing support and correspond with the IRS and state tax authorities to resolve notices and discrepancies

Why Choose Us?

  • Competitive compensation package including a base salary commensurate with skills and experience, excellent benefits, and yearly bonuses based on individual and team performance
  • Receive every third Friday off in addition to paid holidays/vacation/sick days
  • Excellent corporate culture with extremely low employee turnover. We have appeared numerous times in Investment News' list of the 75 Best Places to Work for Financial Advisors 
  • Supported by an experienced Tax Manager and a seasoned client service team

Our firm believes our people and culture are our most valuable assets, so the successful candidate will be a great fit for the role and our culture and have the following:

  • Bachelor’s degree in accounting or finance; Enrolled Agent designation required within one year of hiring
  • Analytical and problem-solving abilities with high attention to detail and accuracy
  • Strong organizational skills and the ability to multitask and prioritize projects
  • Effective verbal and written communication skills and comfortable interacting with clients

Applicants, please send resumé and cover letter to Sara Nash via email, [email protected]. No calls or drop-ins please.