Senior Analyst in Wealth Planning

Position: Senior Analyst in Wealth Planning at MNP
Transform high-net-worth family wealth strategies with MNP as a Senior Analyst. Collaborate across disciplines to drive financial planning and analysis tailored for clients.

MNP is seeking a Senior Analyst for its Family Office Services team. In this vital role, you will support financial planning processes for affluent clients, ensuring their financial strategies align with their aspirations. You'll engage in dynamic projects, work with diverse professionals, and contribute to continuous improvement initiatives.

Key Responsibilities:

• Prepare financial plans for high-net-worth clients

• Collaborate across service lines to enhance project outcomes

• Communicate findings and deliver comprehensive reports

• Maintain efficiently organized deliverables and filing systems

• Assist in process improvements for best practices

Requirements:

• Completed or enrolled in the CFP curriculum

• 2-4 years in a personal finance-related role

• Experience with financial planning software

• Proficient in Microsoft Excel, PowerPoint, and Word

• Strong attention to detail and time management skills

Contribute your expertise in wealth planning and advisory to MNP's Family Office Services, positively impacting clients' financial futures.
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