Associate in Financial Planning

Position: Associate in Financial Planning at MNP
Join MNP as an Associate in our Family Office Services team, specializing in personalized financial planning for high net worth clients. Your analytical skills will play a crucial role in shaping wealth strategies.

In this Associate position, you will collaborate with a multi-disciplinary team to support financial planning services for affluent families and professionals. This includes preparing detailed financial analyses, creating essential reports, and leading process improvements to enhance overall client service.

Key Responsibilities:

• Draft financial plans tailored for high net worth individuals

• Work with a team to prepare and present client reports

• Facilitate continuous process improvements for service excellence

Requirements:

• Valid CFP® (Certified Financial Planner) credential

• 3-5+ years' experience in financial planning roles

• Proficient in using financial planning tools

• Strong written and verbal communication skills

• Ability to manage multiple projects efficiently

Utilize your financial acumen and attention to detail to influence the wealth strategies of clients at MNP.
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