M Financial Group is a leading financial services design and distribution network, comprising over 140 independent member firms across the United States and the United Kingdom. Since 1978, the company has delivered tailored wealth‑management, executive‑compensation, estate‑planning, investment‑management, business‑planning, charitable‑planning, retirement‑planning, disability‑income protection, employee‑benefits, and long‑term‑care insurance solutions to ultra‑affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 clients. By combining the autonomy of independent advisors with a unified platform, M Financial Group offers a broad portfolio of sustainable, client‑centric financial strategies that help clients achieve long‑term goals. The network operates under the regulatory oversight of FINRA/SIPC, ensuring rigorous compliance and fiduciary standards.
Open Positions
COLI Consultant Sr.
7-10 years of experience in finance or insurance, bachelor's degree in a related field, and expert level understanding of mathematical terms and analysis
Accountant Sr.
Bachelor’s or Master’s degree in Accounting, 4 years of accounting experience, NetSuite experience preferred
Office Manager
3-7 years of experience in office management, strong organizational and communication skills, and comfort using operational and workplace systems
Nonqualified Plan Administrator II
Bachelor’s degree, 4+ years of finance experience, and ability to obtain licenses within 2 years
Program Manager
4-7 years of program management experience, experience in financial services, and a bachelor's degree