Senior Analyst in Wealth Planning

Location: St. John's Southwest

Elevate your career with MNP as a Senior Analyst in Family Office Services. This role focuses on financial planning for high-net-worth clients while collaborating across professional service lines.

Join MNP's Family Office Services team to make a significant impact on wealth management strategies. As a Senior Analyst, your primary duty is to prepare tailored financial plans for high-net-worth families and professionals. You'll also coordinate projects, assist in improving processes, and ensure accurate deliverables.

Key Responsibilities:

• Prepare financial plans for high net worth clients

• Collaborate with cross-service professionals on projects

• Communicate insights and deliver reports to clients

• Assist in process improvements and maintain filing systems

• Coordinate updates on deliverables and templates

Requirements:

• Completed or enrolled in the CFP curriculum

• 2-4 years in personal finance or advisory roles

• Proficient in Microsoft Excel, PowerPoint, and Word

• Strong written and verbal communication skills

• Experience with financial planning software preferred

Contribute to transformative wealth planning strategies with MNP's dedicated team.
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