Make a meaningful impact as an Associate in MNP's Family Office Services team.
Your role will focus on providing top-notch financial planning for high net worth clients, guiding them towards their wealth goals. As part of a agile team, you will leverage your CFP® credential and 3-5 years of experience to prepare financial analyses and presentations. Your strong communication and analytical skills will enable you to work effectively with professionals from various service lines.
You will also focus on enhancing efficiency through process improvement initiatives. Key Responsibilities:
- Develop financial plans and thorough analyses for clients
- Liaise with professionals to ensure accurate communication
- Support effective reporting and process improvements
- Maintain up-to-date informational templates
- Present insights and strategies confidently to clients
Requirements:
- CFP® certification required
- 3-5+ years of relevant experience
- Expertise in financial planning software and Excel
- Strong analytical and organizational skills
- Excellent verbal and written communicator
Utilize your financial planning expertise to assist MNP's distinguished clients in achieving their wealth objectives.