Overview
Financial Planner Jobs in Dallas-Fort Worth Metroplex at MRM – CPAs and Wealth Advisors
Title: Financial Planner
Company: MRM – CPAs and Wealth Advisors
Location: Dallas-Fort Worth Metroplex
MRM CPAs & Private Wealth is a premier RIA and full-service accounting firm headquartered in Frisco, Texas. We serve successful individuals, families, and business owners through integrated financial planning, tax, and wealth management solutions. As our Private Wealth team continues to grow, we’re seeking a motivated Financial Planning Associate or experienced Planner who is eager to deepen their planning expertise and build a long-term career in advisory services.
This role is ideal for a licensed professional who enjoys working behind the scenes to deliver exceptional client experiences, thrives in a collaborative environment, and is motivated to progress into expanded planning responsibilities over time.
Why MRM
Our culture is one of our greatest strengths. At MRM, collaboration, accountability, and continuous improvement go hand in hand with a genuine sense of fun and connection. We invest in our people, support career growth, and believe great work is done best in an environment where individuals feel valued and empowered.
What You’ll Do
- Partner closely with lead advisors to prepare, update, and maintain comprehensive financial plans using platforms such as eMoney, Income Lab, Schwab, our CRM, and other cutting-edge technologies.
- Gather, organize, and analyze client data to develop planning analyses and projections across retirement, investment, estate, tax, and insurance planning.
- Prepare clear, client-ready meeting materials, reports, and follow-up summaries.
- Coordinate and execute post-meeting action items to ensure accurate, timely, and proactive client service.
- Support advisors with planning, research, and strategy development to enhance client outcomes and experiences.
What You Bring
- Bachelor’s degree required.
- 2 years minimum of experience in financial planning, paraplanning, or client service within a wealth management or advisory firm.
- Strong analytical and organizational skills with a high level of attention to detail.
- Clear, professional communication skills and a proactive, service-oriented mindset.
- Ability to manage multiple priorities in a fast-paced, team-based environment.
- Series 65 required; CFP® preferred, or progress toward CFP® required.
What You’ll Gain at MRM
- A clearly defined path for professional growth, including hands-on mentorship and support as you progress toward advisory and leadership responsibilities.
- A competitive total compensation package benchmarked against top-tier firms, with meaningful performance-based and business development incentives.
- The opportunity to grow with a high-growth, entrepreneurial firm that invests in your career and leads the profession with cutting-edge technology tools.
- A comprehensive and employee-focused benefits package, including:
o Medical, dental, and vision insurance with significant employer contributions.
o Group life insurance coverage.
o A 401(k) plan with a generous company match.
o An abundant time off policy, including four weeks of vacation, nine paid holidays, and half-day Fridays during the summer.
o A flexible hybrid work schedule, with the ability to work from home 1–2 days per week.
o A casual, collaborative work environment with regular firm events, celebrations, and team activities.
o A $1,000 annual vacation reimbursement to help you truly unplug and recharge.
Job Type: Full-time
Work Location: In person (Frisco, TX), with 1-2 days WFH
