Job Description
Elevate your career in wealth management with MNP as a Senior Associate, specializing in Family Office Services. Collaborate with a multi-disciplinary team to craft financial strategies for high net worth families.
This Senior Associate role at MNP emphasizes the preparation and presentation of comprehensive financial plans for affluent clients. You will work closely with Analysts and Associates, utilizing your expertise to develop solutions and deliver impactful reports. Contribute to process improvement initiatives while leveraging your analytical skills to meet diverse client needs.
Key Responsibilities:
• Prepare financial plans for high net worth clients
• Collaborate across service lines for comprehensive reporting
• Support and enhance process improvement initiatives
Requirements:
• Certified Financial Planner (CFP) credential
• 5-10+ years of financial planning experience
• Proficient in financial planning software like Naviplan
• Strong communicat...
This Senior Associate role at MNP emphasizes the preparation and presentation of comprehensive financial plans for affluent clients. You will work closely with Analysts and Associates, utilizing your expertise to develop solutions and deliver impactful reports. Contribute to process improvement initiatives while leveraging your analytical skills to meet diverse client needs.
Key Responsibilities:
• Prepare financial plans for high net worth clients
• Collaborate across service lines for comprehensive reporting
• Support and enhance process improvement initiatives
Requirements:
• Certified Financial Planner (CFP) credential
• 5-10+ years of financial planning experience
• Proficient in financial planning software like Naviplan
• Strong communicat...
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