M Financial Group
Financial Services
Portland, Oregon
Private Corporation
Our Company
With more than 145 Member Firms in 40 states, the United Kingdom, and the United Arab Emirates, M Financial Group is a leading financial services design and distribution company. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.Skills We're Looking For
Microsoft Word
Microsoft Excel
Finance
Accounting
Microsoft PowerPoint
Microsoft Access
Business
Computer
Mathematics
Microsoft Outlook
Database Management
Insurance
Project Management
Spreadsheets
Economics
Flexible Spending Account (FSA)
Marketing Research
Marketing Strategy
Joint Venture
Administrative Support
Financial Services
Administrative
Customer Service
Knowledge of Employee Benefits
Business Management
Legal Documents
FINRA Rules and Regulations
Series 7 License
FINRA Series 63
FINRA Series 65
Investment Advisors Act of 1940
Securities Act of 1933
Investment Company Act of 1940
Knowledge of Federal, State and local laws, codes and ordinances
Automation
