Nonqualified Plan Administrator II
M Financial GroupDallas, Texas, United States
Posted March 27, 2026
Full Time
About the Company
M Financial Group is a leading financial services design and distribution network, comprising over 140 independent member firms across the United States and the United Kingdom. Since 1978, the company has delivered tailored wealth‑management, executive‑compensation, estate‑planning, investment‑management, business‑planning, charitable‑planning, retirement‑planning, disability‑income protection, employee‑benefits, and long‑term‑care insurance solutions to ultra‑affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 clients. By combining the autonomy of independent advisors with a unified platform, M Financial Group offers a broad portfolio of sustainable, client‑centric financial strategies that help clients achieve long‑term goals. The network operates under the regulatory oversight of FINRA/SIPC, ensuring rigorous compliance and fiduciary standards.
Job Description
M Financial Group is seeking a Nonqualified Plan Admin II to join their team. The role involves leading client meetings and calls, contributing to projects, and resolving complex client issues. The ideal candidate has a bachelor's degree in a related field and 4+ years of experience in finance or retirement industry.
Requirements
- Bachelor’s degree in Accounting, Finance, Mathematics, Economics, General Business or related field preferred
- 4+ years of professional experience in the finance or retirement industry
- Hold or able to obtain life and health license, FINRA Series 6, and 63 within 2 years
- Excellent proficiency in MS Word, Excel, Outlook, and familiarity with Access
