Financial Planning Senior Associate
Job Description & How to Apply Below
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.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×