Senior Associate, Family Office Financial Services
Job Description & How to Apply Below
As part of MNP's Family Office Services, this role empowers you to create and present financial strategies rooted in deep knowledge of client objectives. You’ll rely on team collaboration with analysts and professionals across various service lines to effectively address client needs. Additionally, you’ll enhance process efficiencies and ensure resources remain current.
Key Responsibilities:
• Craft and present comprehensive financial plans for affluent clients
• Coordinate with various professionals to communicate essential data
• Engage in process improvement initiatives and manage deliverables
Requirements:
• Hold a CFP designation
• 5-10+ years of financial planning experience
• Proficient in relevant financial planning software
• Strong expertise in Microsoft Office
• Meticulous detail orientation and strong communication skills
Leverage your financial planning skills to support MNP’s mission of delivering exceptional services to high net worth clients.
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Position Requirements
10+ Years
work experience
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