Wealth Advisory Senior Analyst

Position: Wealth Advisory Senior Analyst Role
Location: Mount Pearl

Make a lasting impact as a Senior Analyst in Family Office Services us on developing financial strategies for high-net-worth individuals while collaborating with diverse professionals.

As a key member of MNP’s Family Office Services team, you'll support financial analysis for high-net-worth families and business owners. This role emphasizes creating financial plans, improving processes, and coordinating project communications effectively. Bring your analytical skills and finance experience into play.

Key Responsibilities:

• Develop financial strategies for affluent clients

• Work collaboratively across service lines on projects

• Present financial plans and strategies to clients

• Improve processes and manage deliverable databases

• Maintain accurate filing systems for client information

Requirements:

• Completed CFP curriculum or similar qualifications

• 2-4 years in finance or advisory services

• Proficient in Microsoft Office applications

• Strong communication and time management abilities

• Experience with financial planning software is a plus

Advance high-net-worth wealth planning with MNP's dynamic Family Office Services team.
#J-18808-Ljbffr