MRM - CPAs and Wealth Advisors · 3 days ago
Financial Planning Associate
Frisco, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expMRM CPAs & Private Wealth is a premier RIA and full-service accounting firm headquartered in Frisco, Texas. They are seeking a motivated Financial Planning Associate who will partner with lead advisors to prepare and maintain comprehensive financial plans and enhance client outcomes. This role is ideal for a licensed professional eager to deepen their planning expertise and build a long-term career in advisory services.
AccountingFinanceFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's degree required
2–5 years 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
Preferred
CFP® preferred, or progress toward CFP® required
Benefits
Medical, dental, and vision insurance with significant employer contributions.
Group life insurance coverage.
A 401(k) plan with a generous company match.
An abundant time off policy, including four weeks of vacation, nine paid holidays, and half-day Fridays during the summer.
A flexible hybrid work schedule, with the ability to work from home 1–2 days per week.
A casual, collaborative work environment with regular firm events, celebrations, and team activities.
A $1,000 annual vacation reimbursement to help you truly unplug and recharge.
Company
MRM - CPAs and Wealth Advisors
At MRM, we’re your advisor, not just your CPA or wealth advisor.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brett Mills, CPA, PFS
Managing Partner
Susie Short
Partner
Recent News
2025-12-10
2025-11-25
2025-09-30
Company data provided by crunchbase