Enhance your career as an Associate in Financial Analysis with MNP’s Family Office Services team. Support high net worth clients with dedicated financial planning expertise and process optimization.
Join MNP as an Associate who plays a critical role in delivering exceptional financial solutions to high net worth families and professionals. In this position, you will utilize your CFP® certification and a solid background in financial advising to prepare plans and analyses, working closely with a skilled multi-disciplinary team. This role focuses on ensuring that all reports and processes are regularly updated to meet client needs effectively.
Key Responsibilities:
• Prepare detailed financial analytics and plans for HNW clients
• Facilitate inter-department communication for accurate reporting
• Contribute to process improvement and template updates
Requirements:
• Requires CFP® certification
• 3-5+ years of financial planning experience
• Proficient in relevant financial software
• Solid skills in Microsoft Office Suite
• Excellent written and verbal communication
Utilize your financial acumen at MNP to deliver top-notch services for family office clients.
#J-18808-Ljbffr

📌 Associate for Financial Analysis at MNP (Brandon)
🏢 MNP
📍 Brandon