Financial Planning Associate at MNP

Join MNP's Family Office Services team as a Financial Planning Associate. Support high-net-worth clients and enhance their financial strategies through detailed analysis and reporting.

As an Associate, you will play a crucial role in financial planning for high-net-worth families and business professionals. You will prepare comprehensive financial plans, collaborate with service line professionals, and assist in process improvement initiatives to ensure excellence in deliverables. This position requires a strong analytical mindset and proficiency in financial planning software.

Key Responsibilities:

• Prepare financial plans and reports for high-net-worth clients

• Collaborate with various professionals to share relevant insights

• Enhance process improvement initiatives for accurate deliverables

Requirements:

• Certified Financial Planner (CFP®) credential required

• 3-5+ years in financial planning for business owners

• Proficient in Microsoft Excel, PowerPoint, and Word

• Strong communication and analytical skills

• Detail-oriented with effective time management

Leverage your financial expertise to impact the lives of our high-net-worth clients at MNP.
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