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 dynamic team, you will leverage your CFP® credential and 3-5 years of experience to prepare financial analyses and presentations. Your robust 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 clientsLiaise with professionals to ensure accurate communicationSupport effective reporting and process improvementsMaintain up-to-date informational templatesPresent insights and strategies confidently to clientsRequirements:CFP® certification required3-5+ years of relevant experienceExpertise in financial planning software and ExcelStrong analytical and organizational skillsExcellent verbal and written communicatorUtilize your financial planning expertise to assist MNP's distinguished clients in achieving their wealth objectives.