M Financial Group is a leading financial services design and distribution firm with over 140 independent member firms across the United States and the United Kingdom. Since 1978, the network has served ultra‑affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies, offering a comprehensive suite of services including wealth management, executive compensation and benefits, estate and charitable planning, investment management, business and retirement planning, disability income protection, employee benefits, and long‑term care insurance. The firm’s distinctive strength lies in its collaborative model—independent advisors working together to deliver sustainable, tailored solutions that align with clients’ financial goals. M Holdings Securities, Inc., a registered broker/dealer and investment advisor, underpins the group’s regulatory compliance and commitment to professional integrity.
Open Positions
Executive Assistant
5+ years of experience supporting senior-level executives, Bachelor's degree in business administration or related field, experience working with internal and external partners and stakeholders
Client Service Associate
High school diploma, prior experience in life insurance or financial products, strong analytical and problem-solving skills, and excellent communication skills