Senior Financial Planning Associate prospect for CFP professionals skilled in financial modelling, tax planning, and client presentations. MNP seeks a Senior Associate for its professional services practice. The position develops financial plans and strategies for high net worth families, business owners, and professionals. It combines financial planning software, client advice, and collaboration across service lines.
Prepare financial plans and strategies for high net worth clients
Present financial planning recommendations to clients and families
Support process improvements and update templates and deliverables
Hold the Certified Financial Planner credential
Bring five to ten-plus years of financial planning experience
Serve business owner clients in financial planning engagements
Use Naviplan, WealthPath, Conquest, or equivalent software
Apply financial planning, modelling, and presentation expertise as a Senior Associate serving high net worth clients at MNP. #