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

Financial Advisor - Melbourne, Florida

Financial Advisor

Overview:

This position could be perfect for an advisor that has hit a career ceiling or wishes to break away from a traditional financial services firm and work solely as a professional in a fiduciary capacity with clients. We are first and foremost a financial planning firm but are structured as a fully independent fee-only RIA serving almost 600 client families and managing just shy of $660 million. Our team is spectacular and we are one of the most decorated financial planning firms in the country.

We have 16 employees, 5 of whom are owners. It is a very nice place to work and we work at it staying that way. This effort partially explains why we have had ZERO employee turnover of client service personnel in the last ten years and only ONE lead advisor has left in our 22 year history. We were ranked 24th on Investment News' list of the 75 Best Places to Work for Financial Advisors

Melbourne Florida is a lovely quiet, safe community on the Atlantic about an hour east of Orlando. This is the "Space Coast" home of the Kennedy Space Center. The area is full of smart educated people that need our help. It is a GREAT place to live and raise a family.

For this position, certification by CFP Board is mandatory. Some experience as a lead advisor is preferred but not critical if aptitude and readiness to take a lead role in the near term are clearly present. Candidates do not need to bring clients with them. Compensation is via a salary commensurate with skill and experience. 

This is absolutely a position that could lead to a future offer to buy into the ownership of the firm. There is no ceiling with this position. It will be the opportunity of a lifetime for a person that is a great fit for the role and our culture.

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