Job Description
Join MNP's Family Office Services team as a Financial Planning Associate. Support high net worth clients with comprehensive financial strategies and detailed analyses to enhance their wealth.
As an Associate, you will engage with HNW clients, preparing financial plans and reports with the guidance of Analysts. You will collaborate across service lines, ensuring effective communication while supporting process improvements and maintaining necessary templates and deliverables.
Key Responsibilities:
• Prepare detailed financial plans and presentations for HNW clients
• Collaborate with professionals to deliver relevant reports
• Support ongoing process improvement initiatives across projects
Requirements:
• CFP® (Certified Financial Planner) credential required
• 3-5+ years in financial planning for business owners
• Proficiency in financial planning software and Microsoft Office
• Strong communication and an...
As an Associate, you will engage with HNW clients, preparing financial plans and reports with the guidance of Analysts. You will collaborate across service lines, ensuring effective communication while supporting process improvements and maintaining necessary templates and deliverables.
Key Responsibilities:
• Prepare detailed financial plans and presentations for HNW clients
• Collaborate with professionals to deliver relevant reports
• Support ongoing process improvement initiatives across projects
Requirements:
• CFP® (Certified Financial Planner) credential required
• 3-5+ years in financial planning for business owners
• Proficiency in financial planning software and Microsoft Office
• Strong communication and an...
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