Benefits
To Build A Great Firm With Great People
At Morling Financial Advisors we believe our people are our greatest asset.
This page is dedicated to showcasing the benefits we offer to support the well-being, growth, and success of every team member.
From health and wellness to professional development and work-life balance,
our benefits are designed to help our dedicated employees thrive both at work and beyond.
Medical Insurance
- 50+ plans offered
- Cash-in-lieu of benefit option
- MFA covers first $250 of monthly premiums
Dental & Vision Insurance
- Premiums fully covered by MFA
Life, LTD & AD&D
- Basic life insurance of $10,000
- 60% of pre-disability monthly earnings
Retirement Plan
- MFA typically contributes 3-5% of base and bonus, regardless of whether team member makes any contributions
- Opportunity to allocate to alternative investments
- After-tax contributions (some limitations may apply)
Pre-Tax Opportunities
- HSA (Health Savings Plan)
- FSA (Flexible Savings Account)
- Commuter Benefits
- Student Loans
Donation Matching
- MFA matches donations to employees 501(c)3 of choice, up to $1,000 per year (per team member)
Paid Time Off
- Unlimited PTO, with manager approval
- MFA provides PTO for volunteer days
Holidays
- 11 Full Day PTO
- 4 Half Day PTO (Morning can be worked from home)
Hybrid Schedule
- In office on Monday, Tuesday, and Thursdays
- Optional remote work on Wednesday and Fridays (eligibility assessed after 3-6 months of employment)
Education
- MFA covers 100% of the Series 65 Exam costs
- MFA reimburses 100% of the costs for approved designations per firm’s reimbursement structure
- MFA Covers CE costs
Financial Services
- MFA offers complimentary financial planning and investment management to all team members
Meals Provided
- Lunch is provided daily for employees through a meal delivery service
- Unlimited drinks and snacks
Annual Retreat
- All expenses paid annual retreat
- Team building activities
- Company updates
Career Tracks
- Career tracks for aspiring financial advisors
- Career tracks for operations professionals
Optimize Your Investment Strategy
Start a conversation with our team today
to learn more about how we can manage
your wealth and set you up for success.
Take Control of Your Financial Future
Work with our team of advisors to manage
your wealth so that you can focus on the
things that matter to you
