The FMT family is always growing
We are a close-knit team of marketing-minded professionals dedicated to empowering our advisors' businesses. Although our headquarters is in Oregon, our versatile team is dispersed across the nation. Join us in making a significant impact for the exceptional advisors we serve, as we grow together!
Purpose & Values
Our Purpose: To connect families with meaningful financial education AND execution.
We partner with each other and our advisors in meaningful ways to create positive financial understanding in communities across the country, while helping our independent network of advisors thrive.
Our business is fueled by a love of learning and discovery, and we help to foster this for our advisors who have chosen to be educators in their communities as a foundation of their practice.
We stand strong in our values and our support of one another and our advisors as team members and individuals, facing challenges head on and unafraid in order to adapt and grow.
We approach everyone we engage with from a place of authenticity, leading to better communication and clarity among our team members and with our network of independent financial advisors.
Because employee wellness is company wellness.
401K with Match
We invest in our employees’ futures, because a career is more than a paycheck — it’s a pathway forward!
Your family’s health is valuable to us, which is why FMT provides robust and competitive health insurance coverage.
Take advantage of our life insurance benefits program to ensure your family’s future is secure.
Health doesn’t stop at the doctor’s office. FMT provides dental care coverage to keep our family smiling.
We support your vision care needs for a well-rounded health benefit. It’s important to us that we all see our clients thrive!
Our advisors aren’t the only ones taking an educational approach to business growth. We support ongoing learning for all employees!
Leading the charge of advisor growth by owning and growing our client relationships
- Help our advisors maximize their use of our marketing platform
- Create customized marketing plans centered around their goals and objectives
- Coach them to successfully optimize each classroom opportunity
Supporting our advisor's growth by expertly executing their marketing campaigns
- Support the Account Executive in relationship management, marketing consultation and execution of marketing plans
- Supporting the client and team to ensure each advisors is getting the most out of their educational marketing strategy
- Managing relationships with vendors and venues on behalf of our advisors and the Account Management team