Working at Morton Brown
Since 2018, Morton Brown Family Wealth has proven that not all wealth management firms are the same. Headquartered in the Lehigh Valley region of Pennsylvania, we serve clients across the country, striving not only to raise the bar for what clients can expect from a financial advisor but also to set a higher standard for what it means to be an exceptional employer. Joining our team is an opportunity to dedicate yourself to personal and professional growth while contributing to the success of our clients and our community.
At Morton Brown, every role is vital, and every voice helps shape our collective vision for a better financial future.
Elevated Standards
As we seek to set elevated standards for our client service, we offer benefits and opportunities that surpass everyday expectations for our employees.
Quarterly Strategy Meetings – While there are certainly other meetings in between, all employees take part in quarterly strategic planning sessions. We believe a culture that supports and encourages collaboration and transparency leads to a sustainable future.
Five-Year Sabbatical – After completing five years of service, we provide (and require) a one-month professional break, empowering our team members to relax and recharge, enabling them to return refreshed and ready to contribute.
Celebratory Culture – Wins come in many forms, and we take time to celebrate the successes of our team and our clients.
Bonuses and Profit Sharing – Individual performance and firm achievements unlock additional compensation.
Additional Benefits Offered
- Medical insurance
- Vision insurance
- Dental insurance
- Life & disability insurance
- 401(k) with matching contribution
- Paid time off in addition to market holidays
- Investment management and financial planning for employees
- Support for obtaining and maintaining industry licensing and certifications
- Opportunities for employees to direct annual charitable contributions to organizations they are passionate about
- Professional development opportunities, including conference attendance and continuing education support
A Shared Vision
Being part of Morton Brown means operating by a set of shared values.
Have a growth mindset
Turn obstacles into opportunities, be empowered to learn, and expand talents and knowledge for your betterment and that of our team and clients.
cultivate healthy relationships
Inside and outside the firm, focus on meaningful connections with each other and with money. Balance work and life effectively to fuel personal and professional fulfillment.
take part in something bigger
Recognize how your role in achieving impactful financial planning outcomes strengthens lives and communities. Invest time in causes and organizations that align with this mission.
act as a change agent
Help transform the financial industry by putting client interests above all and committing to best-in-class financial practices.
Current Opportunities
There are no openings at this time.
Send a resume and cover letter to info@mortonbrownfw.com for us to keep on file for prospective roles. Check back later and follow us on LinkedIn for the latest happenings at our firm.
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