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Join Our Team

At M Financial Planning Services, we use a collaborative team approach so our advisors can focus on serving their clients and building new relationships while enjoying the support of an established and talented back office team. If you are tired of being the problem solver, researcher, salesman, account manager, trader, and planner for your clients, or feel that your clients could be better serviced if you were supported by a talented team, than M Financial may be the right place for you. 

We are currently looking to fill the following roles:

Financial Planner: For the seasoned financial advisor looking for a fresh start where you can enjoy superior back office support and the freedom to offer your clients the products and services most suitable to them, we may be the team you are looking for.

For more information, or to schedule a confidential call to discuss, please email ted@mfinancial.us.

Junior Financial Planner: We are looking for an individual that is excited to assist with client development activities and provide support to our Financial Advisors and the President. This role will have great exposure in the areas of client development, marketing and maintaining client satisfaction. The goal is to develop into a full Financial Planner.

For more information, or to submit your resume for consideration, please email jennifer@mfinancial.us.