Financial Planning Senior Associate

Position: Financial Planning Senior Associate Role
Make a significant impact as a Senior Associate in Family Office Services with MNP. This role is dedicated to creating financial strategies for high net worth and ultra-high net worth clients.

As a part of a multidisciplinary team, you will prepare and present detailed financial plans, collaborating with analysts and associates. Your 5-10+ years of experience, alongside your CFP® credential, will be pivotal in guiding business owners towards achieving their financial goals. A strong command of Microsoft Excel combined with excellent communication skills will help you thrive in this dynamic environment.

Key Responsibilities:

• Create and present financial plans for clients

• Collaborate with service line professionals for effective planning

• Enhance process improvement initiatives and deliverables

Requirements:

• Must hold a CFP® credential

• 5-10+ years of financial planning experience

• Proficient in Excel and Power Point

• Strong quantitative skills with attention to detail

• Capable of managing multiple tasks effectively

Use your financial acumen to empower MNP's clients in their wealth management journey.
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